Our Journey

We are proud of how the firm and our clients have together grown over the past 15 years. Some facts you may not know:

  • Our Directors have provided professional services to the local community for more than 40 years
  • We have an active and loyal client base of some 600 small and medium sized businesses and more than 2,000 individuals
  • We assist our clients in managing some $400 million in assets and investments
  • We provide careers and employment to more than 40 local people
  • Our clients are diversified across many industries, services and professions throughout Australia, though predominantly in Gippsland
  • We are founding partners and a major employer in the Monash University Gippsland Industry Placement Program
  • We are 100% locally owned and operated

The scale and depth of the firm has made it possible to develop more specialist skills in the areas of taxation, business advice, assets protection, superannuation, financial strategies and estate planning. With these skills we look forward to helping you in building financial strength for many years to come.