About Us

What makes us different?

  • We take a total financial management approach which means you have the security of knowing you are being looked after in all aspects of your financial life. We can work with your current service providers or source from the wide range available to ensure you receive the best for your situation.
  • We take the time to know and understand your business and financial position so that you can achieve you financial and lifestyle goals as quickly as possible.
  • We specialise in small to medium enterprise (SME) and Investor only – we are not distracted by big firm takeovers, public companies, audits but we are experienced and skilled in the areas we concentrate on.
  • Straight forward advice, we aim to provide advice that is readily understandable. We use an upfront pricing model which means no surprises and you don’t pay extra if we are inefficient. We guarantee our work and will stick it out until you are satisfied with the results you are achieving.
  • We have a range of solutions that are specifically designed for SME’s which we then tailor for your situation.

People

Karen Conlon
FCPA, SMSF Specialist Advisor

cpa_logoSMSF_Specialist_Logo_CMYK

Anne Jantzen
Accountant

 

Jade Conlon
Client Services Coordinator

Bailey Nisbett
Assistant Accountant

Click the logos below to view our social media pages
Picture2

Kelly Conlon
Administration Assistant

 

Alexis Pilares
Certified Public Accountant