OUR VISION We are a business advisory company focused on client outcomes. We use our expertise, business experience and networks to provide a personal and individualised service. We aim to be our clients’ first point of contact on all their financial decisions. Our clients only deal with experienced trusted advisors. We work with enterprising and like-minded people who are seeking opportunities to grow. Our clients value and appreciate our guidance and advice. We give them confidence in their decision-making. We work in a collaborative, supportive atmosphere. Our objective is for all stakeholders to achieve their desired financial and lifestyle rewards. OUR IMMUTABLE VALUES ARE: Respect Integrity Life balance MEET THE TEAM Stacey With over 25 years of experience in the accounting and taxation industry, Stacey specialises in helping Small to Medium sized Businesses, Not for Profit Organisations, High Net Worth individuals and anyone with a complex or difficult taxation issue. Stacey advises organisations on all aspects of their business and personal wealth creation goals including providing business mentoring, advice on complicated taxation transactions, facilitating business growth and increasing net worth. Stacey also has many years of experience in assisting organisations working within the health, care and charity sectors. Stacey holds a Bachelor of Commerce with UWA and is a fellow member of CAANZ, a Chartered Tax Adviser, registered Tax Agent, registered SMSF auditor and a Xero Certified Advisor. Ross With over 15 years of experience in business services, Ross’s experience includes providing tax advice, planning assistance and business health check services to his clients. Ross specialises in providing you with Business Advice, Tax Planning, Superannuation, Restructuring and ATO dispute resolution. Ross is a qualified Certified Practicing Accountant, Chartered Tax Adviser with the Tax Institute, Registered Tax Agent and Xero Certified Advisor.