Our Partners
Our key partners include the following:
UK tax: Fairway Tax and Accounting Australia.
UK pension and financial advice: Gorton Wealth Management and Skybound Wealth.
Financial advice in Switzerland and Portugal: Skybound Wealth.
US tax: Expat US Tax.
Canadian tax and pensions: Craig Lasby of Oreana Private Wealth.
Complex Australian tax advice: Shine Wing.
Australian accounting and tax: Super Records.
Superannuation trust deeds and specialist advice: DBA Lawyers.
Specialist superannuation advice: Heffron.
Paraplanning services: Atlas Outsourcing.
Financial services dealer group: Paragem Pty Ltd.
Australian property buyers’ agent: Michael Cleary of Milk Chocolate.
Mortgages in New South Wales: Michael Brown of Mortgage Broker Sydney.
Motor vehicle and chattel finance: Adrian Alders of Alders Finance.
Estate planning in Queensland: Patrick Ellwood of Clover Law.
Estate planning in New South Wales: Julia Monahan of Monahan Estate Planning.
Estate planning in Victoria: Bernie O’Sullivan of Sladen Legal.
Estate planning in South Australia: Matthew Andruchowycz of Kovich & Co.
If you need a referral to any of the above, please send an email to [email protected].
Get in Touch
Contact our friendly team for more information regarding our services and the best way that we can assist you.