We are a business that focuses on identifying opportunities for our clients with a primary goal of creating value and growing and protecting their wealth.

In addition, our firm is a nimble business that is low risk, highly profitable and creates opportunities for its key staff to achieve their medium to long term professional aspirations.The partners have a broad range of experience and expertise that enables them to assist their clients from the beginning of their business journey through to retirement. We have specialists in a number of industries as well as expertise and experience in assisting clients in commencement, management, strategic planning, enjoyment and ultimately succession of their businesses. We take a team approach towards our clients to ensure that each of them has access to the broad wealth of expertise and experience amongst the partner team.

Melbourne's business specialists and advisers

Leadership spotlight

Joelle has more than 20 years experience consulting to a wide range of private and family owned businesses on various corporate matters including business and taxation advice, business valuation and succession planning. She also has significant experience working with not-for-profit organisations. Based in the Melbourne firm, Joelle currently sits on the Board of Ardoch Youth Foundation and is also Chair of the Audit and Risk Committee.