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What We Do

We provide accounting and financial solutions for businesses, families and individuals throughout the Ballarat and Melbourne region.

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What We Do

We provide accounting and financial solutions for businesses, families and individuals throughout the Ballarat and Melbourne region.

Our People

From experienced accountants and financial planners, through to risk insurance and lending experts – we’ve got you covered!

News & Insights

Finfluencers: Bad Tax Advice Could Cost You Thousands!

Finfluencers: Bad Tax Advice Could Cost You Thousands!

They’re advising from your insta and TikTok feeds, they’ve got huge followings, they speak with conviction - financial influencers or…

Trusts in 2025: Still Worth the Effort?

Trusts in 2025: Still Worth the Effort?

For decades, trust structures have been a fundamental part of the Australian financial landscape—favoured for their flexibility, tax efficiency, and…

The $3 Million Superannuation Tax: What Division 296 Could Mean for You

The $3 Million Superannuation Tax: What Division 296 Could Mean for You

The Federal Government has proposed a new superannuation tax, Division 296, which could see individuals with large super balances paying…

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