Advisory365

We are a team of seasoned Accountants, Business Advisors, and Strategists dedicated to providing quality, high-value strategic advice that makes commercial sense. Our focus is on helping you grow, protect, and preserve your business and private wealth, so that it's safe and secure for generations to come.

Accounting & Financial Reporting

Outsource your entire accounting and finance division to us and gain operational efficiencies and cost savings. Our services include bookkeeping, financial statement preparation, budgeting, and cash flow management.

Asset Protection & Estate Planning

Utilise the latest asset and estate planning techniques to protect your business, wealth, and legacy. Our services include structures and trusts, succession planning, and tax-effective estate planning.

Debt Advisory

Use diverse funding options to improve cash flow, grow sales, and reduce operational costs. Our services include debt structuring, refinancing, and debt restructuring.

Digital & Technology

Digitalise your business and engage with new customers and reach new markets. Our services include digital transformation, website design and development, and e-commerce solutions.

Mergers & Acquisitions

Attain market dominance through carefully structured mergers and acquisitions. Our services include deal sourcing, due diligence, negotiation, and post-acquisition integration.

Self-Managed Super Funds

Enjoy flexibility, investment choice, and control over the management of your superannuation benefits. Our services include SMSF establishment, administration, and compliance.

Succession & Exit Planning

Craft an exit strategy that reflects the hard work, time, and effort you've invested in your business. Our services include business valuation, succession planning, and exit strategy development.

Tax Planning & Advice

Understand and address tax risks, whilst successfully managing your tax obligations. Our services include tax compliance, tax planning, and tax controversy.

Virtual CFO

Access to an advisor and strategist that can act as your sounding board. Our services include strategic planning, budgeting and forecasting, and financial reporting.

Our People: A Team of Experienced Professionals

Our team is led by Directors with deep expertise in their respective fields. Samuel Testa, Director of Tax & Legacy, is a Chartered Accountant with over 20 years of experience in taxation and estate planning. John Welch, Director of M & A and Consulting, is a former Investment Banker with over 25 years of experience in mergers and acquisitions. Nathan Testa, Director of Digital Transformation, is a Certified Digital Marketing Professional with over 15 years of experience in digital strategy and implementation. Louise Lamb, Director of Business Analytics, is a Chartered Accountant with over 15 years of experience in business analysis and performance improvement.

Latest Insights: Thought Leadership and Best Practices

Stay up-to-date with the latest developments in accounting, taxation, business advisory, and more. Our blog features insights and best practices on a range of topics, from tax planning and superannuation to digital transformation and mergers and acquisitions.