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We are enablers, creators of wealth and provide our valued clientele with leading business advisory and specialist tax services. Our approach is step based, we encompass the workings of your entire business, study your model, learn your strategic direction and offer advice based on our understanding of your business model, your earnings and your profit margins. Moving away from traditional accounting practices, we develop and innovate upon your existing business model and offer our expertise to you.
Aligning ourselves with the long-term goals of your business, we create strategies for you to increase your profits, business value, protect your wealth and decrease your tax payouts. Regularly and consistently innovating our techniques we are pioneers in the field, all our workings are based on principles and proven methodologies.
Our success is evident in your success, we not only take you on as a client but look forward to building a long-standing strategic partnership with you. Thank you for visiting us today, please give us a call or contact us to discuss what we can achieve for you.
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We at The Golden Chest understand that finding the right accountant and business advisor to look after your business is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.
As the founder of The Golden Chest, my primary focus is to improve the profitability and business value of my clients. I tailor my advice on how they can grow the value of their business, allowing them to achieve financial independence and secure their financial future. I also take a proactive approach to informing my clients of the relevant trends in their industries as well as any changes in tax regulations and other policy matters that may affect their business in the future. My customer service philosophy is that each client should feel as though they are the only client I have due to the responsiveness and professionalism that I strive for in all that I do.
Bachelor of Commerce (Accounting), 2009
CHARTERED ACCOUNTANTS AUSTRALIA
Management Accounting & Applied Finance, 2012
Activities & Affiliations
- Institute of Public Accountants, Member
- The Tax Institute, Fellow
- Tax Practitioners Board, Registered Tax Agent
- BSTAR, Business Valuation Specialist
- BSTAR, Health & Allied Professionals Specialist
- BSTAR, Value Improvement Business Advisor
- Institute of Public Accountants Discussion Group, Member
- Xero Certified Advisor
- Xero Payroll Specialist
I have a real passion for people. When I engage with my clients, I make a commitment to be there for them. Good advice, communication and genuinely caring about their needs in a proactive (not reactive) manner is what makes a good advisor in my mind. I have comprehensive education and accreditations across all areas of advice meaning I can assist my clients with a detailed range of strategies. Our business all has significant resources to ensure all clients' needs are met in an efficient manner. Peace of mind is what I strive to provide and deliver through educating my clients and actively managing all of their personal and financial planning needs.
AUSTRALIAN INSTITUTE OF BUSINESS
Masters in Business (Finance), 2013
Advanced Diploma of Financial Services (FP), 2008
Activities & Affiliations
- Financial Planning Association, Member
- Finance Brokers Association of Australia, Member
- BSTAR, Value Improvement Advisor
- BSTAR, General Practitioners
- BSTAR, Veterinary
- BSTAR, Pharmacy
- BSTAR, Dentistry
- BSTAR, Law