Our ServicesAdvisor Support
We’re advisors to advisors
We offer you our expertise, experience and understanding
We are independent. We don’t do tax returns or financial statements. We aim to further develop and enhance your existing client relationships by lending our experience and technical knowledge. You want to know your clients will be looked after. We will be as attentive with your clients as you would expect we are with ours.
Our Expertise. Your Success
Technical support and advice when you need it
Collaborating with your team to draft specialist advice, provide a second opinion on technical issues, or brainstorm a client situation. Support can be behind the scenes or client facing and be as little as a five-minute phone call to check a technicality, through to co-attending a client meeting for additional technical support.
Solve those complex client issues with our expertise and facilitation experience
Working within your team to provide specialist technical advice on defined pieces of client work, or client projects. Our Specialists are experienced facilitators as well as technical specialists and are able to project manage the process. Everything from pitching the project, to managing the execution and liaising with other parties, to driving the final outcome is available to you and your team.
Upskill your team!
Delivery of Internal Training (CPD)
We are well placed to deliver training targeted in the subject matters your team requires to best service your specific client base. These have included QBCC MFR, Tax Consolidations and Restructures. We are able to develop one-off sessions, a series of sessions across a range of topics, or a series of sessions across a complex topic.