The practice is a well-established firm with a rich history of professional excellence, grounded in strong partnerships and long-standing client relationships. Its journey reflects a commitment to quality and old-fashioned values, positioning the firm as a trusted advisor in its community.

With a combined service offering of accounting, tax and compliance services, along with financial planning services, the practice generated a combined revenue of $1.56m in FY24.

The firm benefits from loyal and experienced staff, whose dedication and expertise underpin its success, ensuring a consistent delivery of quality services, fostering trust and satisfaction among clients.

The service offering is comprehensive, catering to diverse client needs with tailored solutions across accounting, tax, financial planning, and advisory services.

The client base is of high quality and spans a range of industries, including primary production, retail, trade support services and health to name a few. This diversity ensures a stable and resilient revenue stream. These factors combine to position the firm for continued success and sustainable growth in the competitive professional services sector.

The partners recognise that now is the time to pass the baton; to see a new firm take over the running of the business and continue the superior servicing of its valued clients.