You now

Whoever you are and whatever stage of your life, we can help.

Just married

As you start out in life together you should make sure your plans for the future can all be delivered. When you talk with us you might discover that it’s wise to begin an insurance plan that works hand in hand with a Custom Fit investment vehicle that harnesses you earning power early. Financial security means happy ever after. If you think you want that, please give us a call.

Retirees

You will also find that we are a country-based business with an office in the city, not the other way around. There’s a lot to be said for the country life, for the values and integrity of the bush. But that doesn’t mean we don’t have city smarts – many of us have worked in big 4 firms – it’s just that we prefer the solid foundations that a country based business provides.

Business owners

It doesn’t matter whether you run a one man business or are a major corporation, the same things are important to each – just their importance varies from business to business. For instance, keeping records and following the various taxation changes can be daunting for a small business. We can help. For a larger business it’s often vital to have a fresh pair of eyes to look over your business plans with an unbiased and clear perspective. We can do that too. In fact, we know we can help every business be more effective, and quite possibly more profitable too. If you think we can be of service, please call us. We are available 24/7 (because we are a small business too!)

Farmers

With all the challenges a farmer faces, looking after your finances and making the most of your farm’s income can often be left till no other job needs doing.

Having CA on your side can take a lot of the pressure off. We understand farmers and we know the special issues that a farmer faces (Stephanie lives on a farm). We know how to maximise the seasons of plenty as well as planning for the lean years too. If you want to have people who understand your situation on your side, then please call us. We would be delighted to help.

Agribusinesses

Whether you are running a family farming business or have interests in the agriconomy, we have extensive experience in dealing with all the issues you might face running a complex business. We understand the language, we understand the special needs of the agribusiness and we can give you all the services you need to unlock the potential of your business. Equally, we know the enormous pressures that can be placed on you running a family farming business. We have the right touch to keep focus on the big picture whilst we solve issues such as succession planning, tax issues and wealth creation. We know we can help your business.

High Net Worth Individuals

You clearly know how to make money, but perhaps you need help maximising its value to build a legacy, or you simply want smarter ways to manage your wealth. We can help you achieve all your objectives. From ethical, logical and legal tax planning to innovative investment advice, we can be of service to you whatever your future goals may be. We can help you build success upon success, please give us a call.