About Us
Trusted Financial Expertise Since 1989
An integrated accounting, financial planning and lending firm serving Melbourne businesses and individuals for over 35 years.
Our Values
The Principles That Guide Us
Expertise
Three decades of professional practice across accounting, financial planning and lending. Our team holds CPA qualifications, operates under an AFSL, and maintains MFAA membership.
Integration
One firm, three capabilities. Your accountant, financial planner and lending specialist work together — sharing insights and aligning strategies for better outcomes.
Trust
Established in 1989 and still serving our founding clients. We build long-term relationships grounded in transparency, professionalism and consistent results.
Credentials
Professional Standards You Can Trust
CPA Practice
Certified Practising Accountants
AFSL 322056
Through Akambo Private Wealth
MFAA Member
Mortgage & Finance Association
Est. 1989
35+ Years of Expertise
Our Team
Meet the Partners
Our experienced team of accountants, financial planners and lending specialists are committed to delivering the best outcomes for our clients.
Contact Us to Learn MoreReady to Work With Us?
Discover the advantage of integrated financial services. Contact us for a confidential consultation.
Book a Consultation