Meet Our Team

The Team

Shane
Director & Adviser
Nick
Director & Finance Specialist

What Our Clients Are Saying About Us

  • “Shane went above and beyond for us and provided an exceptional service that was faultless”

    Xavier & Brigid

  • “Thank you Shane for your seamless and efficient service. You not only got us the best finance deal you also went above and beyond to find us a better quote to help during our negotiation process.”

    Elena Komis & Ryan Gale, directors
    – Shape Wealth Pty Ltd

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

Send us a message

Contact Us

Recent Diary Notes