Accounting and advisory · Sydney
Your business and your personal wealth, built as one plan.
Most accountants keep your business and your personal wealth in separate files. We think your property and retirement goals should shape your business — so that's where we start.
Who we work with
For business owners whose accountant hasn't grown with them
You run an established business with a small team and growing profits. Your returns are lodged on time, but you only hear from your accountant after the decisions are made.
We usually meet owners when:
- Profits have grown, and so has the tax bill
- You're thinking about restructuring
- You want to buy an investment property
- You want advice before you decide
How we think
Start with where you want to end up
Most tax planning reacts to what already happened. We start with where you want to be personally, then work back to how the business should be set up: its structure, how profit is paid out, when you buy and how you borrow.
How it starts
Your goals before your numbers
- 1
Book a free 15-minute call
No cost and no obligation.
- 2
We understand your goals
Business, property and retirement, before we look at the numbers.
- 3
We agree the plan
Confirmed in a clear engagement letter.
- 4
We put it into action
And keep you informed along the way.
Client reviews
Rated 5.0 on Google
“Ivy has been able to help us with so many aspects of converting a Sole Trader to a Company and her expertise goes far beyond just accounting and book keeping. Ivy and her team makes sure that we can just focus on our business and they take care of all of the rest.”
“Ivy has been handling my SMSF account for a few years now. She is very knowledgeable and thorough in her accounting and takes all the pressure off having a SMSF. Ivy responds to any queries I have very quickly in a warm and friendly manner.”
“We are very happy with the professional services provided to us. It is very detail, effective, and efficiency. All our requests were answered promptly and accurate.”
Free download
SMSF trustee? Check your fund for 2026–27
What changed this year, the yearly essentials, and what your accountant should be doing.
Ready to plan ahead?
Book your free 15-minute call. We reply within one business day.