About Us

We are not your typical accounting or financial planning firm. Our advisers are uniquely qualified in the areas of tax, accounting, financial planning and law.


We assist individuals, small businesses, investors and retirees on a range of things from personal tax returns to complex estate planning matters. Whatever your circumstances you can be assured a comprehensive review will be undertaken to identify areas where further improvements can be made to your financial position as a whole.

Any advice you receive from us will be delivered in a clear, concise and transparent manner. The fees you pay will be strictly relative to the services we provide. We do not accept commissions, nor do we base our fees on the level of assets you hold.

Contact us today to schedule a complimentary initial review meeting with one of our advisers.