What You Pay, What You Get
Running a family business means watching every dollar. We get that. Our pricing isn't about hidden fees or complicated tiers. It's straightforward because your time is better spent growing your business than decoding invoices.
Basic Review
We sit down with your current financial setup and identify what's working and what needs attention. No commitments beyond understanding where you stand today.
Ongoing Support
Monthly check-ins where we review your numbers, answer questions, and adjust plans as your business shifts. Think of it as having someone in your corner who actually reads the fine print.
Tax Planning
Working with your accountant to structure things sensibly. We look ahead to minimise surprises and keep things compliant without overcomplicating your day-to-day operations.
Succession Planning
Mapping out how ownership transitions when the time comes. It's the conversation most families avoid until it becomes urgent. We make it less awkward and more productive.
Risk Assessment
Identifying vulnerabilities in your financial structure before they become problems. Insurance, contracts, compliance gaps. The boring stuff that saves headaches later.
Investment Review
Looking at where your surplus goes and whether it's actually working for you. Not about chasing returns, but about making informed decisions that fit your risk tolerance.
How Our Approach Differs
We're not salespeople with quotas. We're advisers who charge for advice, not commissions on products you might not need.
How We Work Together
Getting started doesn't require jumping through hoops. Here's what actually happens.
First Conversation
You tell us about your business, your concerns, and what prompted you to reach out. We listen and ask clarifying questions. No sales pitch.
Document Review
We look at your financial statements, tax returns, and any existing plans. This helps us understand the full picture rather than making assumptions based on a conversation.
Recommendations
We present options with clear reasoning. Sometimes the best advice is to keep doing what you're doing. Other times, there are adjustments worth considering.
Implementation
If you decide to proceed, we coordinate with your existing advisers or help you find appropriate specialists when needed. We're not trying to replace your accountant or lawyer.
Who You'll Work With
Small team, deep experience. We've been through economic shifts, regulatory changes, and countless family business transitions.
Rhona Thistleton
Started in corporate finance before switching to work exclusively with family enterprises in 2018. Prefers straightforward conversations over jargon.
Melrose Kirkbride
Former ATO officer who now helps businesses structure their affairs properly from the start. Knows the rules inside out and explains them in plain English.
Our Approach
We work from our Hobart office, meeting clients across Tasmania and via video when distance makes sense. Personal service without unnecessary formality.