Hobart · Launceston · Tasmania

Financial clarity.
Better decisions.
Sustainable growth.

We partner with ambitious business owners to provide strategic financial advice, performance insight and long-term direction — the kind of counsel usually reserved for the boardroom.

Book a strategy session→Explore advisory services→

Est. TasmaniaScroll ↓Strategic Financial Advisory

— A trusted practice

A small team.
A long memory.

We're a boutique Tasmanian advisory practice built around five senior advisors. Every engagement is led by a partner — never handed down. The result is counsel that compounds over years, not quarters.

60+

Combined years of experience

240

Businesses advised across Australia

Industries supported

96%

Client retention rate

— More than accounting

Accounting is
expected.
Advisory is where
value is created.

Compliance and tax keep the lights on. Advisory shapes what the business becomes. We lead with the second, and quietly handle the first.

Priority practice

01Flagship Service

Strategic CFO Advisory

Financial leadership without the full-time overhead. Board reporting, capital strategy, and the discipline of a CFO embedded in your business.

· Virtual CFO
· Capital strategy
· Board reporting

Learn more→

02Service

Business Performance Advisory

Identify opportunities, improve profitability and create accountability. We bring rigour to the numbers and clarity to the decisions behind them.

· Forecasting
· Margin analysis
· KPI design

Learn more→

03Service

Wealth & Lifestyle Planning

Align business success with personal goals. From extraction strategy to succession, we plan for the life the business is meant to fund.

· Wealth creation
· Succession
· Lifestyle design

Learn more→

— Advisory-led services

Where the real value lives.

The full menu →

I.
CFO Advisory
Embedded financial leadership — strategy, capital, and decision-making at board level.
II.
Growth Strategy & Business Advancement
Translating ambition into a financial plan the business can actually execute.
III.
Annual Advisory Planning
A structured yearly cadence that turns goals into measurable quarterly outcomes.
IV.
Business & Investment Structuring
Designing the entities and ownership architecture that protect and compound wealth.
V.
Succession & Exit Planning
Preparing the business — and the owner — for a transition on the owner's terms.
— The thread
Every engagement is shaped around the owner, not the template.
Start a conversation →

— Tax foundations

The dependable base

Financial Statement & Tax Return Preparation
Annual Tax Planning
Bookkeeping

— The differentiator

Know what your business is actually worth.

Our proprietary valuation tool benchmarks you against your industry in minutes — then surfaces the three levers most likely to move the number. No guesswork. No generic multiples. A real read on what you've built, and what it could be worth.

Start your free valuation See how it informs strategy →

Valuation · sample output

Indicative enterprise value

$2.4M▲ 12% YoY

Range $2.1M – $2.7M · 4.8× normalised EBITDA

Industry lowMedianTop quartile

Value drivers

Recurring revenue mixStrong
Owner dependencyLever
Gross margin trendStable

— The method

A method,
not a template.

Every engagement follows the same five movements. The work inside each one is built around the business in front of us.

I
Understand
Know the business deeply.
II
Clarify
Separate the urgent from the important.
III
Strategise
Set structure, numbers and rhythm.
IV
Execute
Embed alongside you, quarter by quarter.
V
Review
Measure, recalibrate, repeat.

I
Understand
Know the business deeply.
II
Clarify
Separate the urgent from the important.
III
Strategise
Set structure, numbers and rhythm.
IV
Execute
Embed alongside you, quarter by quarter.
V
Review
Measure, recalibrate, repeat.

— The practice

The people
behind the advice.

A senior team built around long client relationships and hands-on operating experience across private business and family enterprise.

01Director

Izaak de Winter

Director

02Senior Accountant

Ashleigh Arthur

Senior Accountant

03Accountant

Andrew Oakley

Accountant

04Accountant

Julie

Accountant

— Client outcomes

Strategy,
made visible.

We measure our work in decisions made well and outcomes that compound. A selection of recent engagements.

Manufacturing · Tasmania

From founder dependency to a scalable operating business.

Challenge: A 24-year-old family manufacturer plateaued at $4.8M revenue, with the founder embedded in every decision.
Strategy: Installed a quarterly CFO cadence, rebuilt margin reporting, designed a leadership transition.

— Outcome

+38%

Gross margin

3.1×

EBITDA, 3 years

18 mo

Owner exit-ready

Manufacturing ◆Professional services ◆Hospitality groups ◆Agribusiness ◆Construction ◆Healthcare ◆Family enterprise ◆Tourism ◆Property ◆Wholesale & distribution ◆Manufacturing ◆Professional services ◆Hospitality groups ◆Agribusiness ◆Construction ◆Healthcare ◆Family enterprise ◆Tourism ◆Property ◆Wholesale & distribution ◆

— Insights & thinking

Field notes for owners.

View all →

01 · StrategyNov 2026 · 7 min read

The right financial advice
changes everything.

Whether you're building, growing or preparing for what's next, we help you make confident decisions backed by clarity and experience.

Book a conversation→Or call our Hobart office

Financial clarity.
Better decisions.
Sustainable growth.

A small team.
A long memory.