About You

Time poor parents, over worked business owners and concerned retirees – all have unique circumstances, but common needs.

You need timely and accurate personal advice, delivered efficiently, to guide you through uncertain times and to be that trusted confidant along life’s journey.

There is no point saying we provide excellent service – every accountant says that.

Our purpose is really quite simple; to help make your business more profitable and valuable, and to give you some time back to spend with those people who are dear to you - improving your lifestyle as a result.

If you are after someone who you can relate to, just check out the experience and background of our long standing team. We too are parents to young and older children, small business owners juggling a hundred ‘urgent’ things and contemplating how to spend retirement doing something other than babysitting grandkids.

By using the latest technology, such as the GNS App, to provide our customers with efficient, secure and paperless signing, location and lockdowns don’t create barriers to delivering you advice.

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The people we help

Couples

So you have just tied the knot, or maybe you are just about to. Congratulations! Getting married is an important milestone for many people, and with it comes a whole new dimension to what you need to do when it comes to money...

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Young Families

The pitter patter of little feet – or the booming music from a teenager’s bedroom – having kids often involves late nights, unfortunate noise, extra cleaning & cooking – and somewhere in amongst all that – a lot of happiness and love...

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Small & Medium Business

Have you just stared a new business, or being doing it a while? Maybe you are just considering becoming a business owner or taking over a business either through a family transition or a purchase...

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Older Families

What is middle age? Is it a number? Is it a stage of life? is it something that we are told we have now entered via a novelty birthday card?

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Pre Retirees

What once seemed like a distant event, is now creeping up closer by the year, and i’m sure you will be like us, and wish that it was “tomorrow” on some occasions...

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Retirement

Fantastic, you’ve made it – but what now?

It can be a bit scary, the fact you don’t have a daily schedule to follow – or perhaps its just a new schedule you are following...

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Home Loans

Home Loans

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Investments

Investments

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Insurance

Insurance

Let’s face it, no one like talking about death, but is going to happen sometime.

And while living well in to your 80’s or 90’s is not an unrealistic expectation, the reality is some of us won’t make it that far.

If you were not around, what impact and changes would that mean for your spouse, children, family and co-business owners.

If you were to die would your family be financially better off, worse off, or the same?

Life Insurance won’t bring you back, but it will provide a lump sum to clear a mortgage and other debts such as business loans or credit cards, cove the funeral costs and most importantly provide a remaining lump sum which can be invested to replace your lost income earning capacity

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SMSFs & Superannuation

SMSFs & Superannuation

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Retirement Planning

Retirement Planning

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Our promise

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Proactive

Proatively keeping our customers ahead of the pack.

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Key Performance

Establishing Key Performance Indicators to track the critical success factors of our customers businesses

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Opportunities

Identifying opportunities for our customers business’ growth and improvement rather than simply ‘crunching’ historical figures.

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Wealth

Assisting to build and manage wealth for our customers whilst complying with statutory requirements.

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Value & Service

Charging a yearly, all inclusive fee paid monthly, rather than an hourly rate thus offering you better value and service.

Stay in touch and keep up to date
(03) 9499 7444Contact us
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