[[Level & street address]], Adelaide SA [[postcode]] Mon–Fri 8:30am – 5:30pm ACST
Our people · Adelaide-based · Online, Australia-wide

Senior advisors who answer their own phone.

A deliberately small team of chartered accountants, registered agents and Xero specialists. The person you meet on the first video call is the person who does the work — and the one who replies within one business day.

JS

[[Partner name]]

Managing partner · Business advisory · CA, Registered tax agent

[[Bio to be supplied.]] Chartered Accountant with deep experience advising family and owner-managed businesses on growth, structure and succession — now delivering it Australia-wide by video, forecast and quarterly cadence.

AM

[[Partner name]]

Partner · Tax & SMSF · CA, CTA

[[Bio to be supplied.]] Specialises in trusts, Division 7A, small business CGT concessions and SMSF taxation — the technical file behind every fixed-fee plan on this site, and a calm hand when the ATO writes.

RL

[[Team member name]]

Senior accountant · Virtual CFO · Xero certified

[[Bio to be supplied.]] Builds the forecasts, dashboards and monthly board packs our clients run their businesses on — and answers the portal queries within one business day.

Photos, names and bios are placeholders until supplied by the firm — see PLACEHOLDERS.md in the repository.

Ready when you are

Put a face to the file.

Every engagement starts with a video call — meet your named accountant before you commit to anything.