What we offer - People + Partners

Skills + Services

Accounting + Financial Services Untangled.

We are an integrated wealth management firm that provides strategic advice to families, individuals, business owners and not-for-profits.

We form long-term partnerships with our clients to manage, protect and grow their wealth, and to effectively transfer it to future generations.

We will work with you to obtain clarity around where you are and where you need to be, and to provide peace of mind that your financial affairs are in order.

Accounting + Tax

+ Transactions + Bookkeeping
+ Accounting
+ Compliance + Lodgements
+ ATO and ASIC Support
+ Tax Planning + Structuring
+ Superannuation Administration

CFO + Financial Management

+ CFO + Financial Management
+ Payroll Management
+ Budgeting + Expense Management
+ Valuations + Due Dilligence
+ Mergers + Acquisitions
+ Board Reporting
+ AFSL + Statutory Responsibilities

Wealth Management

+ Superannuation + Retirement Planning
+ Lending + Debt Management
+ Portfolio Management
+ Estate + Succession Planning
+ Risk Insurance
+ Cash Flow Management

Advisory

+ Strategy + Growth Technology
+ Change Management
+ Business Transformation
+ Thought Leadership
+ Finance Function

+ Families
+ Individuals
+ Business Owners
+ Not-For-Profits

Accounting
+ Tax

Managing accounting records and meeting tax deadlines can be an overwhelming process. Our broad range of accounting and tax compliance services ensures you, your business and family are compliant with tax or ASIC obligation.

With the combination of our expertise and focus on relationships, we will work with you to address your accounting and tax needs by streamlining your paperwork and help you navigate any future tax obligations.
Your accountant holds the primary relationship, allowing you a single point of contact to better understand your financial needs, adjusting and delivering subject matter expertise as and when required.
Our aim is to ensure you remain both informed and compliant, enabling meaningful conversations.

Transactions + Bookkeeping, Accounting, Compliance + Lodgements, ATO + ASIC support, Tax planning + Structuring, Superannuation Administration

CFO + Financial Managment

We pride ourselves on having a deep understanding of our clients’ strategic needs, finance support services and regular information requirements. We provide insight to their practice through evidence-based analytical expertise to help them in making timely decisions.

We understand that every industry and business, small or large, have their own nuances, so we provide tailor made solutions to help differentiate them from their competition.
We value technology and offer cloud-based solutions, enabling efficient and cost-effective monthly updates suitable for board level reporting.
Strategic services include everything from mergers, acquisitions and succession planning to score carding, payroll and budgeting support, across the entire business.
Most of all, we value people, the relationships we create and expertise on offer. We focus on helping you to understand the numbers and make the complex simple.

Payroll Management, Budgeting + Expense Management, Valuations, Due Dilligence, Mergers + Acquisition, Board Reporting, ASFL + Statutory Responsibilities.

Wealth
Management

Key to our holistic offering is our wealth offering. As an integrated wealth management firm we provide strategic advice to families, individuals, business owners and not-for-profits.

We form long-term partnerships with our clients to manage, protect and grow their wealth, and to effectively transfer it to future generations.
We will work with you to obtain clarity around where you are and where you need to be, and to provide peace of mind that your financial affairs are in order.

Superannuation & Retirement Planning, Lending & Debt Management, Portfolio Management, Estate & Succession Planning, Risk Insurance and Cash Flow Management.

Advisory

Business owners and individuals are faced with many challenges on their journey and working with the right partner to navigate through these can be one of them.

Beyond accounting and tax, we are well-versed in a range of advisory services that understand your situation, develop a future successful outcome and define a roadmap to achieve this. These advisory services include business strategy, growth design, technology reviews and implementation, project management assistance and business transformation.
As an advisory group we work to guide you through the challenges and arrive at a solution that addresses your needs.

Strategy & Growth, Technology, Change Management, Business Transformation,
Thought Leadership, Finance Function

“We have worked with People and Partners for the past 5 years. From the very beginning, we have been impressed by the level of care and attention that we have received. They took the time to understand our business and tailor our reporting and their advice to our specific needs. They have provided us the confidence in our “numbers” and enabled us to use them to focus on the business. We see them as an extension of our team. I have no hesitation in recommending them and am happy to discuss with anyone considering engaging People and Partners as their partner in business.”

Larry Fingleson
Managing Director
Priority Advisory Group

“We’ve been working with the team at People and Partners for a number of years now and have found their accounting and financial services support to be invaluable. Its true partnership between the two firms as we work collaboratively to achieve our mutual business goals.”

Jenny Psathas
Head of Operations
Fortnum Private Wealth Ltd

Empower
+ Prosper

People + Partners - Supporting your business decisions with strategic advice on accounting, taxation, business structuring, SMSF, Wealth Advice and more.