About Us
- We take a total financial management approach which means you have the security of knowing you are being looked after in all aspects of your financial life. We can work with your current service providers or source from the wide range available to ensure you receive the best for your situation.
- We take the time to know and understand your business and financial position so that you can achieve you financial and lifestyle goals as quickly as possible.
- We specialise in small to medium enterprise (SME) and Investor only – we are not distracted by big firm takeovers, public companies, audits but we are experienced and skilled in the areas we concentrate on.
- Straight forward advice, we aim to provide advice that is readily understandable. We use an upfront pricing model which means no surprises and you don’t pay extra if we are inefficient. We guarantee our work and will stick it out until you are satisfied with the results you are achieving.
- We have a range of solutions that are specifically designed for SME’s which we then tailor for your situation.
Meet the Team:
Karen Conlon - FCPA, SMSF Specialist Advisor
Helping clients to create wealth is one of my passions. I work with a wide range of individual and business clients. I aim to help clients create opportunities and build on them; to optimise their staffing; to use their money better; to put the right structures in place to minimise tax and protect their assets. I have a particular interest in self-managed superannuation funds. I firmly believe that—used and structured properly—they are a great vehicle for building family wealth and financial security. Over my working career I have worked in a variety of different roles including private practice, small business and local government. Areas of Expertise self-managed super funds asset protection cash flow analysis & planning financial reporting accounting & financial consulting tax planning & consulting Industry Specialisations Small and medium enterprises agriculture manufacturing legal profession medical profession
Alexis Pilares
Certified Public Accountant
Iris Queco
Certified Public Accountant
Allan Gel
Bookkeeper
Jade Conlon
Client Services Coordinator
Kelly Conlon
Administration Assistant
