Our Partners

Phil commenced his accounting career in 2005 whilst studying towards his university degree. Phil was previously a manager at a Gold Coast chartered accounting firm which saw him gain significant experience working with small to medium sized businesses. He has a passion for working closely with his clients in relation to their goals and objectives.

Phil is also a financial planner and specialises in wealth creation, investment and retirement planning, as well as insurances and risk management. He has a particular interest in helping clients with the establishment and ongoing strategic advice in the area of self-managed superannuation funds (SMSF's) as a pathway towards a secure and comfortable retirement. 

Phil holds a Bachelor of Business (Accounting and Finance), is a member of Chartered Accountants Australia and New Zealand, a registered tax agent and has a Diploma of Financial Planning.

Away from work Phil has strong interests in music, sport and travel with following the Tour de France in person as one of his highlights.

Grant commenced his accounting career in a "Big 4" firm following his graduation from university. During his time there he was involved with many different types of businesses ranging from small to medium sized right up to stock exchange listed companies. Grant then continued his career with a medium-sized firm where he was able to personalise the advice and communication to clients to help their businesses grow and help owners and individual clients achieve their goals and objectives.

To take the advisory services to new heights, Grant established this firm along with Phil to allow them to work closely with clients in helping them achieve their goals and dreams. Grant is driven by his desire to "wanting to make a difference".

Grant holds a Bachelor of Management Studies (Accounting and Finance), is a member of Chartered Accountants Australia and New Zealand, a registered tax agent, an Approved SMSF Auditor and is a Registered Company Auditor with ASIC.



Grant is a keen sports fan and in his spare time enjoys spending time with his family, chasing a small dimpled white ball around the golf course and supporting his children's sports.