AN ALL-IN-ONE SOLUTION
a holistic service offering
In an evolving world, we work to grow our service offering to deliver advanced services to cater for your ever-changing business needs.
Finance is one of the most significant aspects that a business must get right regardless of size. We provide complete governance and oversight of the financial activities and capital investment decisions of companies including funding sources and capital structuring.
Simplify important financial information by embracing best opportunities through technology and digitisation. In a digital age, we help you to make technology work harder and move your business forward, faster. We recommend Xero online accounting.
Payroll administration can be quite time consuming, especially if you want to remain compliant. We offer a fully outsourced, end-to-end payroll administration function, using a secure, compliant and well-known payroll package in a cost-effective manner.
We understand the laws regulating individual and company taxes and find efficient ways to lower your tax liability. We consider the tax consequences of every transaction or investment you make, advising you on the most appropriate ways to structure your affairs.
We offer you a complete and holistic solution to managing the financial and investment side of your high-net- worth family’s affairs and ensure more consistency between your financial goals and compliance obligations.
Estate planning forms an essential but complex part of personal financial planning. We plan and oversee the preservation, management, and distribution of an individual’s assets after death while limiting estate taxes.
We offer you a fully holistic service to protect and manage your wealth and affairs in a structured manner, including Trust Administration, Property Administration and Management Reporting.
We review and report on your financial position to ensure you have the funds to meet your future goals. We have access to a broad array of investment management products and associations with independent consultants to help you achieve your financial goals.
We recommend Xero!
It is an online accounting platform designed to work for you to operate more efficiently. Xero is smart, intuitive and simplifies your life.
This is how:
Convert online quotes into invoices or create a new invoice and email it to your customer. You’ll see if they’ve opened it – and they can pay online.
There’s no need to import bank statements – just connect your bank and have them import daily.
Manage your cash flow more effectively using the reporting tools in Xero. Customise reports to find and analyse the right data to track business performance and plan for the future.
Collaboration is one of the fundamental elements when working on the cloud, being able to access anywhere and everywhere and collaborate in real time with your staff and accountant.
With your data protected and stored securely in Xero, it’s easy to get real-time insights into how your business is performing by viewing your dashboard and using customisable reports.
Store your key business documents in the file library, so all your records are backed up, shared with your accountant and stored online for easy reference – keeping compliant records.
Download the Xero mobile app to carry out accounting tasks like invoicing anywhere, and minimise time in the office on admin. It’s available whenever you want, wherever you are, on any device.
Browse support articles at Xero Central to find answers at any time or, if you can’t find what you’re looking for, click the ‘get in touch’ button to get a response from our global support team.