We are a ’boutique practice’ where our clients receive a high level of service from a small and dedicated team of professionals. We are focused on building strong long term relationships with our clients.
We provide comprehensive financial advice in the following areas:
Wealth creation strategies
Tax effective investing
Superannuation including SMSF
Retirement & transition planning
Strategies for business owners
Compensation payment management
Inheritance & estate planning
Life & disability insurance
A full list of services can be found in our Financial Services guide in the site footer.
Business accounting services
Accounting services are offered through Cameron Patterson and Co chartered accountants. Many of our business clients prefer to work with a team of advisers to maximise their chances of business success.