In an increasingly litigious business environment, we provide advice and employ strategies to build a fortress around your business and personal wealth.

About Us

Who We Are

We are seasoned Accountants, Business Advisors and Strategists who focus on providing quality, high value strategic advice that makes commercial sense.

What We Do

We help business owners to improve performance, gain efficiencies through better business practices and build a fortress around their business and personal wealth.

What we do?

We go beyond compliance & numbers by helping business owners to improve performance, gain efficiencies through better business practices and build a fortress around their business wealth.

How We Do It

We utilise cloud-based technology which allows us to work on a collaborative basis with business owners, their administrative teams and external advisors.

Our Core Values

Confidentiality

We maintain the highest degree of confidentially in our dealings with potential, current and past clients.

Integrity

We strive to deliver on our promises without compromise and with the respect for our clients’ needs and individual circumstances.

Reliability

We strive to provide an exceptional service and timely turn-around for all our clients, across all our service capabilities.

Value Add

We only accept engagements where we see that we can add value to our clients’ needs and individual circumstances.

Our People

Samuel Testa

Director - Tax & Legacy

John Welch

Director - M & A and Consulting

Nathan Testa

Director - Digital Transformation

Louise Lamb

Director - Business Analytics

Nathan Testa

Director - Digital

Riley Johnson

Director - Technology

Denise Maloney

BDM - NSW & QLD

Deborah Ward

Director - Finance

Client Journey

Evaluate

We take the time to understand your unique situation and discuss how we may be able to add value to your circumstances. This is done via a 30-minute phone or zoom call.

Analyse

We utilise diagnostic analysis and questionaries to build a clearer picture of where you are presently and where you are wanting togo. Upon a signed letter of engagement and payment of agreed fees, we can prepare a strategy advice paper relevant to your needs.

Strategise

We provide you with a strategy advice paper that allows you the opportunity to consider all aspects with relevant parties to the advice before commitment to implementation.

Implement

Upon acceptance of our advice, a signed letter of engagement and payment of agreed fees, we will begin the process of implementation.

Monitor

Our annual review process is an important aspect of our engagement. Through this process we will make sure that you stay on track and if circumstances change, we can take immediate action.

Let's Talk

Samuel Testa

Director - Tax & Legacy

“In a world of uncertainty, we provide our clients “Peace of Mind” knowing that the legacy they have created is protected for generations to come”
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