Every major personal milestone or transaction requires expert tax advice - alongside the guidance of other professional advisers.

Three images of a Tax Expert Kerri O'Connell wearing different outfits; one in a striped shirt sitting, another in a green blouse sitting, and the last in a red top standing at a whiteboard.

Whether you already have trusted advisers in place or need recommendations, we can collaborate seamlessly with other professionals, with whom we develop strong working relationships.

Our approach is simple:

  1. Find the best advice for your unique circumstances

  2. Create a clear, strategic plan

  3. Ensure the plan is successfully implemented—because we agree with Thomas Edison who said, "Success is 10% inspiration and 90% perspiration."

We have a panel of excellent advisers whom we can recommend for:

  • Legal services

  • Business valuations

  • Company secretarial services

  • Financial services advice