More than traditional accountants.
WHY WE DO WHAT WE DO
We understand that every clients financial journey is unique. We care about your journey.
We strive to have deeper engagements with our clients, are always working on creating the most effective financial road maps with the end goal of you feeling confident in a financially secure future.
What does this mean for you?
Find out how we can help you today with Blackburns unique discovery session. This initial session has helped thousands of business owners and families of the hunter region uncover hidden profits, reduce money stress and finally have financial support in their corner.
Aaron
Jupp
+Aaron
Jupp
-Partner & Principle Adviser
Chartered Accountant
Business, Superannuation and Tax specialist
Financial Planner
“I take the time to get to know you & your business. I provide a personalised approach to your business & self managed super fund needs. In an ever changing business environment you need a proactive accountant”.
Daniel
Wood
+Daniel
Wood
-Partner & Principle Adviser
Chartered Accountant
Business, Superannuation and Tax specialist
Financial Planner
“I believe that a generic approach can only get you so far in business, you need an experienced professional who will take the time to understand your individual circumstances and provide advice that makes a real difference.”
Jaye
Mankelow
+Jaye
Mankelow
-Partner & Principle Adviser
Chartered Accountant
Business, Superannuation and Tax specialist
Financial Planner
“I am passionate about providing a high level of personal service and attention to my clients, which is driven by my genuine desire to be your trusted adviser.”
Nick
Grayson
+Nick
Grayson
-Certified Financial Planner
Investment Specialist
“Combined with providing extensive investment expertise I pride myself on helping clients grow and protect their wealth whilst building an enduring lifestyle.”
Jonathan
Mitchison
+Jonathan
Mitchison
-Partner & Principle Adviser
Chartered Accountant
Business, Superannuation and Tax specialist
Financial Planner
“ I specialise in providing business and tax advice to my clients focusing on tax structuring and analysing business performance.”
Michael
Jones
+Michael
Jones
-Finance Specialist
35+ years in banking and finance
Mob. 0428 077 578
“As a finance broker I am working for you, not for the lenders. It is my ambition to ensure that my clients are getting value for money. I can save you time and money with a finance solution at the right price and allow you to focus on what you do best… running your business.”
Kirsty
Simpson
+Kirsty
Simpson
-Chartered Accountant
Business Adviser
Over 14 years experience
“ I have a caring down to earth nature, and have a way of making the complicated sound simple and easy to understand.”
Our Services
After Discovering what is Important to you and the challenges you face our specialists services are customised to your Unique circumstances.
Giving you peace of mind and on the path to success.
Business coaching
and development
From business start-ups through to business sales. Our business coaching will assist you in finding hidden profit centers, scale your business and assist in strategic decision making.
Financial Advice.
Create peace of mind for tomorrow so you can be your best today.
Be proactive in ensuring the security of your family’s future. Our team will help you to manage your money better and identify short, medium and long-term financial goals.
Accounting
and tax
Don’t let your hard work go to waste. Contact our team of chartered accountants to create the most effective tax strategy for you and your business.
Mortgage
and finance
Whether you’re looking to buy your first home or looking for ways to create cash flow within your current circumstance, we can help
Legal and estate
planning
Estate planning is often seen as a sensitive topic and can be continuously pushed away to a later date.
With our supportive team you will create an effective estate plan, assess risk protection, be assisted in legal direction and much more.
Property and
investments
Looking to move beyond basic tax requirements?
Our property and investment support team will make all the difference to your property portfolio.
Superannuation
and Retirement
Maximise the tax benefits of your super fund today. After your home, your super fund is your second biggest asset. Small decisions now can make all the difference in the years to come.
Explore your options for self-managed funds, assess insurance risks and gain control of your super today.
Insurance
Our specialised insurance department will find you the most cost effective cover for you and your family.
