Meet Our Team
The Team

Shane
Director & Adviser
Profile

Nick
Director & Finance Specialist
Profile
Useful Resources
We have developed an extensive collection of guide series for clients. They comprise a unique collection of financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.
Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.
Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.
Send us a message

Imparting Financial Habits to Your Children
Teaching children about money is one of the most valuable lessons a parent can offer. It goes far beyond simply giving them pocket money; it’s about shaping their mindset for a financially secure future. By instilling a few core habits early on, you can move beyond basic saving and start building the foundation of a true investor.

The Basics of the Australian Age Pension
The Age Pension is a vital source of income for many Australians in retirement, providing regular payments to help with living costs. Knowing the ins and outs of how it works can make a real and impactful difference to your financial wellbeing.

All About Debt Recycling
We're all looking for smart ways to get ahead financially. One strategy you might hear about is debt recycling. It sounds complex, but the fundamental idea is quite simple: you turn your 'bad' debt into 'good' debt. Let's break down what it is, how it works, and the things you need to watch out for.

Cash in the Bank or Shares on the Market?
Deciding where to put your money in Australia can feel like a big decision. Two of the most common options are high-interest savings (HIS) accounts and exchange-traded funds (ETFs). While both can help you build your wealth, they serve very different purposes. Here’s a more detailed breakdown to help you determine which is right for you.