Partner with a firm that understands business, the value of your hard work, and can show you how to grow, protect, and preserve your business and private wealth, so that it's safe and secure for generations to come.

Our Capabilities

Accounting & Financial Reporting

Outsource your entire accounting and finance division to gain efficiencies and reduce cost.

Asset Protection & Estate Planning

Utilise the latest asset and estate planning technics to protect your business, wealth and legacy.

Debt Advisory

Use diverse funding options to improve cashflow, grow sales and reduce operational costs.

Digital & Technology

Digitalise your business and engage with new customers and reach new markets.

Mergers & Acquisitions

Attain market dominance through carefully structured mergers and acquisitions.

Self-Managed Super Funds

Flexibility, investment choice, and control over the management of your superannuation benefits.

Succession & Exit Planning

Craft an exit strategy that reflects the hard work, time, and effort you’ve invested in your business.

Tax Planning & Advice

Understand and address tax risks, whilst successfully managing your tax obligations.

Virtual CFO

Access to an advisor and strategist that can act as your sounding board.

Our People

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

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Samuel Testa

Director - Tax & Legacy

John Welch

Director - M & A and Consulting

Nathan Testa

Director - Digital Transformation

Louise Lamb

Director - Business Analytics

Latest Insights

Keeping you up to speed with everything you need to know across accounting, taxation, business advisory and more.

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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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