Success Stories

Person “Y” Success Story

Person “Y” Success Story

Person (“Y”) came in to see me from a referral. He had wages and a rental/investment property. He complained that he was paying too much income tax in spite of the fact that his rental/investment property was negatively geared. I analysed his...

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Person “M” Success Story

Person “M” Success Story

An existing client referred his partner (“M”) to me for tax services. M had been in a horrific car accident some time ago with severe brain damage and then on top of that she had cancer. Due to these factors and others, M had not lodge her...

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Case Study

Case Study

A client came in to see me from a referral. The business’ financials were poorly prepared by a previous advisor, and the client had no idea what they meant or how the business was going after two years. The client had very little communication...

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