We are a small business by design.  By intentionally limiting the number of clients we work with, we can provide thoughtful, personalised advice and maintain the level of service our clients value.

To ensure we could continue delivering timely advice and quality service, we closed our books to new clients early in 2026 and introduced a waiting list. As of 20 September 2026, we are beginning to contact clients on that list and will work through appointments over the coming months.

We also have capacity to welcome additional new clients during the 2027 financial year and would love to hear from you. Please keep in mind that from May each year, our focus shifts to supporting existing ongoing clients through key financial and tax-related deadlines, so we generally pause taking on new clients during this period.

Click below to learn more about our advice process and when you may be able to meet with an adviser.