Your wealth within
Your legacy is being written now.
You deserve trusted advisors with the expertise and experience to guide you toward wealth creation and securing those assets for generations to come. Advisors who understand your aspirations and remain accountable throughout the life of your relationship with them. This is your legacy. It’s time to begin building the wealth within.
Here for you
Let us guide you
Anthony Ryan
Partner
Anthony Ryan
Partner
www.linkedin.com/in/anthony-ryan-40563648/
For 30 plus years I have been working and advising families and their businesses.
Sure, I help people with the boring but essential stu ...
Frank Quinn
Partner
Frank Quinn
Partner
www.linkedin.com/in/frank-quinn-155184ab/
I have more than 20 years of experience in business, and I'm passionate about working with businesses and their owners to help them achieve ...
Peter Kedziora
Partner
Peter Kedziora
Partner
www.linkedin.com/in/peter-kedziora-426563154/
I love working with families and their business interests across a range of industries.
With more than 20 years of experience, I provide ...
Tim Drayton
Partner
Tim Drayton
Partner
au.linkedin.com/in/tim-drayton-7a849a102
For over 15 years with Chapman Eastway, I have enjoyed working collaboratively with individuals and their family groups to service their gro ...
Judy Tse
Senior Manager – Tax Advisory
Judy Tse
Senior Manager – Tax Advisory
I am honoured to use my specialist tax expertise and experience to journey alongside clients, helping them achieve their goals and aspiratio ...
Jo-anne Hotston
Advisory Board Chair
Jo-anne Hotston
Advisory Board Chair
www.linkedin.com/in/jo-anne-hotston-1a6b7b19/
I have been providing tax training to accounting and legal firms for 30 years from first tier firms down to smaller firms. I am passionate a ...
Maitland Telke
Brand Advisor
Maitland Telke
Brand Advisor
www.linkedin.com/in/maitlandtelke/
For over 20 years I have been working with professional service firms to improve the value they deliver to their clients and their teams, th ...
Together
We partner to build true wealth and real success
Our knowledge and expertise matched to your aspirations to build lasting success for you, your family – for your legacy and the generations yet to come. These are relationships designed to last, designed to steward and support.
Saving the family business
A family business was in dire need of assistance. Their bank had told them they were no longer willing to support them – in fact, they were exiting the industry. Our client was taken by complete surprise and frightened they were about to lose everything. These were family assets that had passed through generations. Sure, the business was losing money however they were building significant inventory that needed to “mature”.
Stepping in to help with the books
Any small business owner knows that bookkeeping is essential to running a successful operation. A client came to us and advised that their current bookkeeper had resigned because the workflow and responsibilities had become too much to handle. Read how we managed the bookkeeping services while supporting the client to find a new partner for this role.
Executing an estate with a tax-effective result for all
Estate planning is a critical part of wealth planning. It sets out the legally binding conditions of how a person’s wealth – their legacy – will be distributed and used after they die. Learn how we work with family, beneficiaries and the executors of estates to ensure the most tax-effect outcomes.