Lana enjoys building relationships with clients and guiding them toward their business and personal goals. Her expertise lies in financial and tax needs for high net wealth, professionals and SMEs.
Sarah has a passion for helping businesses become the best versions of themselves. Through providing a full suite of outsourced CFO services, Sarah and her team allow small business owners to spend more time in their business and do that they do best. Leave the boring bits to us!
Adam believes the secret to getting ahead is getting started.
Adam helps clients realise where they are now, where it's possible to go, and works through the reality of this to achieve a positive financial outcome. Seeing the results of his advice gives him a real sense of satisfaction.
We’re just getting started but our sleeves are rolled up, and we’re excited to move forward together.
We have a spirit of giving, and a united purpose of getting actively involved in the community, something beyond a donation of money as it gives that something extra to those in need.
We take great pride in providing a progressive workplace. We continually deliver quality advice to our clients and constantly strive to improve our offering. This dynamic environment means that there are always exciting new opportunities to be proactive and advance your career.