It feels like only yesterday that I launched my firm from home, with zero clients, a desk, laptop, & nothing but conviction to guide me.

 

What drove me was not comfort or certainty, but the desire to create something meaningful on my own terms. I wanted to build a business that gave both clients and my team a platform to succeed, grow, and find purpose in their work, while also creating a life where success was measured not just in revenue, but by presence, being there for my family while building a prosperous and enduring business.

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From the beginning, I believed business owners deserved more than year end compliance and generic advice. They deserved a trusted partner who understood the risks they carry, the responsibilities they shoulder, and the weight of decisions that affect their families, employees, and futures. They needed guidance that looked beyond the numbers and helped shape strategies that truly move the needle. 

 

Starting from nothing has sharpened my values: every client earned matters, every win is personal, and every setback becomes fuel. My firm grew because of trust, consistency, & a genuine commitment to doing what was right for the people we served.

 

What began at home has grown into something far bigger than I first imagined, but my purpose remains unchanged: to build real value, empower people to succeed, and prove that it is possible to create a thriving business without sacrificing the life and family you are building it for.

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Over the past 18 years, I have gained extensive experience in business consulting, corporate finance, external CFO services, taxation, SMSFs, wealth creation, and systems advisory. I also have more than eight years of first-hand experience owning, operating, and scaling my own businesses, which gives me a unique entrepreneurial insight into the challenges and opportunities my clients face.

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Today, I advise SMEs, business owners, HNW & financially-proactive families on building profitable businesses, protecting what they have built, & converting business success into long term wealth through practical, proactive, & commercially-grounded advice.

My work sits at the intersection of business advisory, CFO advisory, tax planning & structuring, & wealth creation, helping clients make better decisions with clarity & confidence.

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My services include:

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TAXATION ADVISORY

I help clients reduce tax liabilities, optimise income, and manage risk through tailored strategies:

• Business and personal tax planning, including owner and director income structuring

• Specialist advisory covering income tax, GST, FBT, capital gains, international taxation, payroll taxes, and more

• Compliance oversight for business and personal returns, GST, FBT, and payroll tax

• Tax risk management, audit preparation, and internal controls

• Capital gains, asset planning, and succession strategies

• Superannuation and retirement planning, including SMSFs

• Industry-specific strategies for construction, hospitality, SaaS, and medical sectors

• Mergers, acquisitions, and exit planning, including cross-border advisory

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CFO ADVISORY

I support businesses with financial management and strategic decision-making to optimise performance:

• Strategic financial planning and scenario modelling

• Budgeting, cash flow forecasting, and working capital optimisation

• Management reporting, KPI monitoring, and profitability analysis

• Business performance improvement, cost control, and operational efficiency

• Tax planning coordination with compliance teams

• Risk management, internal controls, and governance

• Fundraising, capital management, and investor readiness

• Mergers, acquisitions, and exit planning support

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BUSINESS ADVISORY

I help owners clarify strategy, improve operations, and increase long-term value:

• Business strategy, vision, and growth planning

• Business model and operations review for scalability

• Pricing, margins, and commercial decision support

• Business structure and asset protection advice

• People, incentives, and performance strategies

• Growth, succession, and exit planning

• Owner and founder advisory, providing clarity, confidence, and accountability

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​Outside of work, I am a devoted father, loving husband, family man, friend, and, by my own account, an elite sportsman.

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If you are a business owner, family, or investor seeking clarity, structure, and long-term outcomes, I would be delighted to start a conversation.