WHO WE SERVE

Medicine is our specialty, but we work with a small group of clients outside it who hold us to the same standard.

These clients tend to share a profile: high-income earners with complex affairs, business owners who want a CFO-style partner rather than a transactional accountant, and professionals who want one coordinated plan across tax, structure, lending, and wealth.

We are deliberately selective. We accept these clients when we can serve them well, and we refer them on when we can’t.

Engineers and design professionals

Contractor and PSI management, multi-entity structuring, and integrated wealth planning for senior consultants and engineering business owners.

IT professionals, software engineers, and tech contractors

Personal Services Income testing, contractor structures that hold up under ATO scrutiny, equity and ESS planning, and structures that fit a career moving between PAYG and contracting.

Family-owned businesses and SMEs

Trust and company structuring, succession planning, Division 7A management, asset protection, and CFO-level advisory for businesses growing past the founder stage.

Property investors and high-income earners

Portfolio structuring across personal, trust, and SMSF ownership. Debt recycling, cash-flow modelling, and structure-level tax efficiency.

Let’s talk

Medicine is our specialty, but we work with a small group of clients outside it who hold us to the same standard.

Engineers and design professionals

IT professionals, software engineers, and tech contractors

Family-owned businesses and SMEs

Property investors and high-income earners

Same firm. Same standards. Same process.