Industries We Work With.

Businesses We Work With

We work with clients who want to better understand the numbers that grow their business.  The majority of our clients are in service industries, or what we call ‘knowledge industries’ – people who sell what they know / their expertise.

For example, we help clients in the following industries:

• Creatives and Marketing Agencies
• Physiotherapists
• Lawyers
• Contractors and Consultants
• Health & Fitness Businesses
• Medical and Para-Medical
• Professional Services
• Property Investment and Property Development

They can be at varying stages of business, but we’ve found that through our skill set we provide the best value to those who have been in business for 3 years, and in that time have built their personal income to $100,000 or more.

Our clients are located in Brisbane, the Fraser Coast, Sydney, and Melbourne.

We also help Private Investors and Self Funded Retirees

We also work with private investors and self funded retirees.  This is as a result of our experience with businesses, and what we find is that as our business clients’ wealth builds, so do their requirements around private investment and superannuation.

We have experience in complex structuring around property, unique investments and managing asset protection and tax planning around maintaining a lifestyle provided for by passive investment.

We can help you with:

• Private Investment Trusts
• Property Development
• Self Managed Super Funds (or SMSF’s)