There is no doubt in my mind that the core reason for our success is our clients.  We strive every day to meet your needs, provide knowledge and safety and build opportunities to collectively prosper and live our best lives.

From the foundations of our tax & finance services, which have been leaders in our fields and well awarded, to the move into property to help people find and manage their Australian property and then ultimately into the funds management business where we now allow so many of our clients to strengthen their financial position.

It has been my mission to create a long-lasting business, capable of multi-generational service, that ethically and efficiently meets the needs of our clients, despite the madness of the world around us. I am proud to say I think we have achieved this goal even though it has taken 30 years to get here, and we will never stop seeking improvement and betterment for clients, staff & company.

We have prepared this short video of some of our accomplishments in getting to this point.  We are sharing this with you as it is you that got us here, your patronage, your referral and your faith in us is what has made our journey possible and makes our effort and sacrifices worthwhile.

A personal big thanks goes to my incredible business Partner in Singapore, Ravin Chatlani, who has been an incredible contributor and taken every piece of knowledge I could share and pushed if further with his dedication and commitment.

And to my wife and partner Helen Avis, who not only shines in her work, winning almost every award possible in her profession, but has been able to be with me constantly as we travel the world building the business and doing seminars and living a life too unusual for most, but has stood by me steadfastly and supports my endeavours.

With over 110 staff worldwide now, there are too many to thank individually, but their efforts in keeping us as a leading Australian Property Tax, Finance & Investment company is critical. 

It has been an epic journey, but it feels like it has only just begun and that from these foundations, we can now reach higher, further and be stronger.  Given we came here from humble beginnings, we will never become arrogant or unappreciative.

Thanks to everyone who has crossed our paths, helped us learn (good things and bad) and been part of the journey that has brought us here and now leads us into a stronger, brighter and more prosperous future, all together.