Business Details
50+ Years
experience
Expert Accounting & Financial Services Ballarat Melbourne
Established in 1961, our firm has built a reputation as a trusted provider of comprehensive accounting and financial services. We combine the expertise of over 30 seasoned professionals, including accountants, tax specialists, and financial planners, to deliver tailored solutions for businesses, families, and individuals. Our team prioritizes personalized service, leveraging deep industry knowledge to optimize tax strategies, enhance business performance, and support wealth management. With offices in Ballarat and Melbourne, we serve clients across regional and metropolitan areas, offering the technical rigor of a large firm with the approachability of a local practice.Our commitment to transparency, ongoing client education, and proactive financial planning ensures clients receive actionable advice aligned with their unique goals. We maintain rigorous compliance standards and continuously update our expertise through formal professional development programs. By fostering long-term relationships grounded in trust, we aim to be the cornerstone of our clients' financial success, whether they seek business growth, retirement planning, or asset protection.
Services
Accounting Services
Tax Planning
Business Advisory
Financial Planning
Risk Insurance
Lending Services
Superannuation
Retirement Planning
Investment Advice
Share Trading
Details
- Year established: 1961
Highlights and features
- We offer 60+ years of combined experience in regional and metropolitan financial services
- Our team includes certified accountants, tax specialists, and financial planners
- We provide tailored solutions for business owners, families, and individuals
- We maintain rigorous compliance and professional development standards
- Our client-first approach combines technical expertise with personalized service
Associations and certifications
- Australian Financial Services Licence No 252992
What people say
Knowledgeable, efficient
Great team of people
Professional and thorough
Warm and kind reception
Seamless and effortless service
Services
Accounting Services
Our accounting team provides comprehensive support including business structuring, tax returns, BAS/GST statements, and financial analysis. We help manufacturers, medical practices, and property developers maintain compliance while optimizing financial performance. With expertise in ASIC compliance and accounting software setup, we ensure accurate financial management tailored to your industry needs.
Tax Planning
We offer strategic tax planning for individuals and businesses, covering GST, FBT, and payroll tax obligations. Our advisors help clients implement tax deferment strategies and navigate business sales or mergers. By staying current with legislative changes, we minimize tax liabilities while ensuring compliance for professionals, real estate agents, and licensed venues across regional Victoria.
Financial Planning
Our financial planners create personalized strategies for retirement, investment portfolios, and passive income streams. We assess risk profiles and develop tailored plans using diverse investment options. Specializing in SMSF management and inheritance investment, we help clients in Ballarat and Melbourne achieve long-term financial security through transparent fee structures and regular performance reviews.
Risk Insurance
We provide comprehensive risk protection including life, trauma, and income protection insurance. Our specialists develop business succession plans and key person coverage to safeguard against unexpected events. Tailored solutions for medical practitioners, property developers, and family businesses ensure financial continuity during critical life events or business disruptions.
Business Advisory
Our advisors offer growth strategies, cash flow management, and succession planning for regional businesses. We conduct business valuations, risk assessments, and market opportunity analyses. With industry-specific expertise in manufacturing, healthcare, and retail sectors, we help business owners implement operational improvements and strategic expansions across western Victoria.
People
Stephen Lewis
Director
Stephen provides strategic leadership with over 25 years of experience in accounting and business advisory services. He specializes in helping regional businesses navigate complex financial challenges while maintaining a client-focused approach to service delivery.
Cameron Moore
Director
As a director, Cameron focuses on delivering comprehensive financial solutions. With extensive experience in accounting and business advisory, he works closely with clients to develop strategies that drive business growth and financial success.
Brent Olszewski
Risk Insurance Specialist
Brent specializes in risk management solutions, helping clients protect their assets and future. He develops customized insurance strategies that address both personal and business-related financial risks with a practical, client-centered approach.
Ben McDonald
Lending Manager
Ben manages lending solutions for business and personal clients. His expertise in mortgage refinancing and equipment finance helps clients achieve their financial goals through tailored lending arrangements and seamless service delivery.
Adam Couch
Senior Accountant
Adam delivers expert tax and accounting services with a focus on personalized client support. His meticulous approach to tax returns and financial planning has earned consistent praise from long-term clients in regional business sectors.
Questions
What accounting services do you offer for small businesses?
We provide business structuring, tax returns, BAS/GST statements, financial analysis, and compliance support tailored to small businesses in manufacturing, healthcare, and retail sectors.
How can you help with retirement planning?
Our financial planners create personalized retirement strategies using diverse investment options while ensuring compliance with superannuation regulations and tax optimization requirements.
Do you serve clients outside Ballarat?
Yes, we serve clients across Geelong, Melbourne, and regional Victoria with both in-person and remote advisory services through our two office locations.
What tax services are available for individuals?
We offer personal tax returns, salary packaging advice, and strategic tax planning to minimize liabilities while maintaining compliance with current ATO regulations.
How do you approach business advisory services?
We combine industry-specific expertise with objective analysis to deliver growth strategies, cash flow management, and succession planning tailored to each business's unique needs.
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