Board of Directors

With seasoned leaders at the helm, we have decades worth of understanding of Australian accounting and finance domain and deliver maximum value to your business.

Our Journey

2016 - 2017

Signed up our first 6 client firms with 400+ funds.

2018 - 2019

22 client firms for SMSF and Portfolio reporting.

2020

5 high-value client firms for SMSF accounting, with 400+ funds per client.

2021

41 client firms for business service compliance, Portfolio and SMSF services.

2022

3400 SMSFs and enhanced service models for accounting firms.

2023

64 clients, 4100 SMSFs, 6200 entities for accounting services, and 1900 portfolios.

2024

Expanding services with marketing advisory and paraplanning

What we believe in

  • Transparency

    Transparency

    Reflected in our communications, operations and relationships. Our platforms, process and systems are geared for transparency.

  • Integrity

    Integrity

    Have good ethics and respect everyone. Always stand by what’s just and right, at work and while dealing with problems.

  • null

    Innovation

    Outside-the-box thinking fuels growth. We innovate processes to find what works and encourage our people to innovate to become a little bit better every day.

  • Feedback

    Feedback

    We listen and empathise, to create impact that matters. Emotions, frustration and opportunities will be addressed together.

  • Collaboration

    Collaboration

    No journey is possible alone. We respect all our competitors and staff, learn from each other and advocate for each other.