Scott Grady

Areas of speciality

  • Business improvement.
  • Structuring for asset protection and taxation effectiveness.
  • Business goals and planning.

Scott uses his business improvement and strategic planning skills to help clients increase profits and add value to their business.

He uses the Better Business Program framework, assisting clients to clarify business goals, set realistic targets and plan for succession and retirement.

Clients are held accountable by meeting regularly with Scott and using action items to achieve measurable goals. He works with clients to substantially increase the value of their business.

Alan King

Areas of speciality

  • Financial Advisory and Coaching
  • Self-Managed Super – Management
  • Self-Managed Super – Strategy

Alan has extensive expertise in self-managed super funds (SMSF), coaching and financial advice.

He uses a comprehensive, structured approach which considers all aspects of a client’s circumstances.

Alan believes that everyone needs a plan. He uses his extensive business
and life experience to accurately identify a client’s unique circumstances and help them to take control of their future.

Joe Catalano

Areas of speciality

  • Structuring for asset protection and taxation effectiveness.
  • Taxation advisory.

Joe’s primary motivation over three decades as an accountant is his dedication to personalised service. He provides practical business and tax advice to clients in a wide range of industries.

He resolves complex problems for clients regarding business structuring, asset protection and taxation. He does this while also ensuring that clients remain tax compliant. His tailored advice has helped many businesses move from the start-up phase to succession and sale.

Debbie Marshall

Areas of speciality

  • Structuring for asset protection and taxation effectiveness.
  • Taxation Advisory

Debbie is the technical specialist of the company. She delivers a range of solutions to small businesses to ensure that they are tax effective.

Another of her real strengths is mentoring. Debbie has a fresh approach to supporting small businesses. She uses plain English to explain complex taxation and structuring matters and leaves clients feeling empowered and educated.

Debbie has a highly tailored approach to business problem-solving. She ensures that all asset protection opportunities are maximised.