Dream big. Live confident.

Business Advisory & Taxation

Business Advisory & Taxation

To succeed in business and in life, you need the right partners. You need experts you can always turn to for guidance. And that's what we're about.

We’re always there for our clients. Whether it’s a casual call or a regular catch up, we’re here to collaborate, support and bring insightful perspectives that add value. That’s why we invest the time to really understand you and your business. By knowing what drives you, we can help you make the big decisions with confidence.

  • Build your wealth
  • Diversify your interests
  • Create a succession plan

Meet Nan & Barry

We approached Merv to help us with our retail store that was running at a loss. We were wholesaling as well as retailing imported goods from a shop in the south eastern suburbs of Melbourne. Exorbitant rent, coupled with high overheads and low sales lead Merv to recommend that we shifted our business to operate instead from home, where we changed the emphasis to expand the wholesale customer base.

Following his recommendations, after 8-10 years we were able to open a new retail store in inner city Melbourne. We cleared our debts and set about maximising our super fund balances. We have now appointed a full-time manager to run the business, and can now spend more than 50% of our time holidaying in Europe and visiting relatives.