Specialist Solutions

Specialist solutions: Company secretarial and advisory services

Make your secretarial operations even smoother

Looking for support to ensure you meet your governance obligations? We can provide the resources and know-how to ease the pressure of your secretarial operations.

Need someone to prepare the agenda or chair your board meeting or AGM? That’s just one of many services we can provide. Our corporate secretarial and advisory services run the gamut from statutory reporting (preparing and lodging annual company returns, financial reports, BAS statements and more) to ASX, ASIC and other governance and regulatory advice.

We provide general support too, including dealing with shareholder enquiries, raising capital and even taking care of your daily bookkeeping and accounting.

Specialist solutions: Valuation services

Gain confidence in your business valuation

Whichever side of the coin you’re on — selling your own business or acquiring a new one — it’s essential to have an accurate gauge of its value. That’s where we can help. And we won’t simply give you a number; we’ll also address how you can possibly increase your value before selling or point out potential areas of concern before purchasing.

You may also want a valuation as part of your succession or retirement planning or in relation to your asset protection and insurance scheme. Whatever the reason (and whatever the industry), our experienced team can help.

Specialist solutions: Litigation support services

Get the right players on your team

No business owner wants to deal with litigation. But if you have a legal issue, we can help you deal with it swiftly and professionally.

We have experience working with barristers and solicitors, and we’ll bring that practical knowledge in order to deal with your unique situation.

Specialist solutions: Financial planning

Plan for the best possible outcome

There are countless reasons people decide to engage a financial planner — improving your lifestyle, growing your wealth, planning for retirement or dealing with a major life change are just a few of them.

Whatever your reason, we think it’s always a good idea to make goals and plan ahead. We can help you with both. Working with our team as well as our affiliated financial planning partners, you’ll get the most recent information, advice and recommendations to help you make your financial future brighter.

Specialist services: External CFO services and financial management

Get the knowledge without the extra headcount

Nee the financial expertise a CFO offers without adding someone fulltime to your team? Enlisting our CFO services is a cost-effective way to get the input you need while staying flexible.

From budgets and reports to big-picture financial decisions, our team can help with your financial management. And most importantly, we’ll work as part of your team, providing a seamless experience to help you move forward with the financial information you need.