Business Details
28 Years
experience
Your Trusted Partner for Accounting & Financial Planning Solutions
We are a dedicated team of accounting and financial planning professionals committed to delivering comprehensive solutions tailored to our clients' unique needs. With decades of combined experience, we specialise in tax compliance, superannuation strategies, retirement planning, and wealth management, ensuring clients navigate financial complexities with confidence. Our multi-disciplinary approach integrates expertise from accountants, solicitors, and credit advisers to optimise financial outcomes.We prioritise ethical practices, maintaining a client-centric focus through transparent communication and customised advice. Our initial consultation process identifies individual goals before proposing fixed-fee structures for financial planning services, ensuring clarity and trust in every engagement.
Services
Financial Planning
Taxation Management
Superannuation Solutions
Retirement Planning
Estate Planning
Insurance Advice
SMSF Administration
Investment Strategies
Details
- Year established: 1998
Highlights and features
- We offer 30+ years of combined experience in accounting and financial planning
- Our multi-disciplinary team includes Chartered Accountants and legal professionals
- We prioritise ethical practices through strict compliance with financial regulations
- Our client-centric approach focuses on long-term wealth creation strategies
- We provide transparent fixed-fee structures for all financial planning services
Associations and certifications
- Chartered Accountants Australia and New Zealand
Services
Financial Planning
Our financial planning services create tailored strategies for wealth creation, protection, and distribution. We assess individual circumstances, risk profiles, and long-term goals to develop comprehensive plans covering investment strategies, tax efficiency, and retirement preparation. With independent advice unaligned to financial institutions, we ensure solutions prioritise client objectives while maintaining compliance with regulatory standards.
Superannuation Solutions
We specialise in superannuation strategies including fund manager assessments and SMSF establishment. Our experts guide clients through contribution optimisation, pension structuring, and compliance requirements. Services cover all life stages from accumulation phase strategies to retirement income stream management, ensuring maximum benefit from Australia's superannuation system while minimising tax liabilities.
Taxation Management
Our taxation services ensure regulatory compliance while optimising tax outcomes. We handle individual and business tax returns, entity structuring, and tax minimisation strategies within legal frameworks. With Chartered Accountants and Registered Tax Agents on staff, we provide expert advice on capital gains tax, fringe benefits tax, and income tax planning for businesses and high-net-worth individuals.
Estate Planning
We develop comprehensive estate plans to ensure asset distribution aligns with client wishes. Collaborating with legal professionals, we implement wills, powers of attorney, and trust structures while addressing capital gains tax implications. Our advice covers asset protection strategies and inter-generational wealth transfer, ensuring smooth succession planning for both personal and business assets.
SMSF Administration
We provide full-service SMSF administration including fund establishment, compliance audits, and pension commencement. Our specialists handle accounting records, member statements, and regulatory lodgements with ASIC and ATO. Services cover fund restructuring, investment strategy reviews, and actuarial certifications, ensuring SMSFs operate within legislative requirements while maximising retirement outcomes.
People
Andrew Mill
Director
Chartered Accountant and Financial Planner with 30+ years' experience. Specialises in SMSFs and business structures. Holds AFSL authorisation through Wealth Today Pty Ltd.
Peter Barnes
Tax Manager
Chartered Accountant with 16 years' experience in taxation and accounting. Expertise in SMEs and individual tax compliance, previously with Ernst & Young.
Upeksha Liyanage
Senior Accountant
CPA qualified accountant with 13 years' experience in small business accounting. Proficient in Xero, MYOB, and Reckon systems, holding Mathematics and Statistics degree.
Robyn De Remer
Tax Accountant
Fellow of Institute of Public Accountants with Melbourne University commerce degree. Specialises in tax compliance for SMEs and SMSFs.
Shakila Alivand
Tax Accountant
University of Melbourne graduate with 2+ years' experience in tax accounting. Focuses on individual and business tax compliance solutions.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning including investment strategies, retirement planning, tax optimisation, and wealth protection tailored to individual circumstances.
Are you qualified to provide tax advice?
Yes, our team includes Chartered Accountants and Registered Tax Agents with expertise in individual and business taxation compliance.
Do you specialise in SMSF administration?
Yes, we offer full SMSF services including establishment, compliance audits, pension management, and ATO lodgements.
How are your fees structured?
Fees are based on service complexity, time required, and ongoing support needs. We provide fixed-fee options for initial advice engagements.
What areas do you service?
We primarily serve Greensborough, Melbourne Metro, and regional Victoria with tailored accounting and financial planning solutions.
