Our Firm

Our Core Values

Respect, integrity, and honesty with our staff and clients and hope that they will treat us in the same way.

Our philosophy from commencing the firm in 2011 has been to differentiate ourselves through exceptional quality of work and service!

Goals First Approach

Clients aspire to achieve a certain lifestyle, whether it’s building a dream home or business, affording private school fees, taking overseas holidays, or planning for a comfortable retirement.

We are interested in your goals and simply ask “how can we help you get there faster”?

Niche Services

• Assisting Family Groups wishing to create and protect their wealth
• Assisting Property and Share investors (Direct and Indirect Portfolios) on tax compliance requirements, strategic tax matters, and day-to-day tax administrative duties
• SMSF tax advice. Our principle, Steven Want is a registered SMSF auditor (with over 10 years SMSF audit experience) and has an appreciation of complex issues in administering SMSFs. Our sophisticated software allows us to process complex funds which are highly valuable for compliance purposes in navigating the myriad of changes in the SMSF environment.

Information At Your Fingertips

We ensure ongoing accuracy and clarity of your financial information at all times so that you have the insights on hand to make decisions and take control of your finances.

We do this by managing the full bookkeeping, accounting and tax compliance functions. See our Service Packages.

We provide CFO-style services and host stakeholder ‘board room’ style meetings to explain key profitability trends. We will build accurate reports tailoring these to suit your needs.

Automation

We are 100% cloud-based and have implemented automated processes across the firm. These systems allow us to efficiently complete your work – wherever you are in the world – and provide you with information when you need it most. If you need to visit us, we are also located in the Eastern suburbs of Sydney in Bondi Junction and in convenient walking distance from the Bondi Junction Bus Interchange and Train Station.

We will also help you implement your own automated systems saving you loads of time! Everyone likes to save time!

We continue to look at ways to improve our own internal processes using the latest technologies and are eager to help our clients do the same.

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