We’re here to support you in achieving your financial goals.
Our Approach
We call it “Consultative Accounting”
- It's getting to know and understand your business from top to bottom
- We connect with you to provide a wide range of specifically tailored accounting, taxation and business services
- It's looking for opportunities, creative ideas and smarter ways of doing business
Our Services
Accounting & Taxation Services
Income tax, CGT, FBT, GST and superannuation – handled properly, then used as the foundation for real tax strategy. Because compliance was never the point.
Cash Flow & Budget Services
Detailed cash flow forecasts and budgets, built on our own model, so you make decisions on where the business is going – not just where it’s been.
Financial Analysis Services
Profit and Loss analysis, financial ratios, KPI monitoring and more – because you can’t improve what you can’t see clearly.
Business Support Services
Bookkeeping, payroll and administration support across Xero, MYOB and QuickBooks – back-office systems that scale as fast as you do.
Business Planning &
Management Consulting
The proactive sounding board most owners don’t have. We help you step back, evaluate what’s working, and build a plan to scale with clarity and control.
Business Structuring &
Succession Planning
Business structures, succession plans and exit strategies, built to protect decades of effort and convert business success into lasting wealth.
Family Council Advisory
If informal decision-making no longer fits your family’s complexity, the governance and structure of a family council is a functional alternative to a full Family Office
The Affinity Difference
Expertise
We have collective experience in virtually every financial and taxation scenario – our team takes a unified approach, sharing our knowledge across the board to ensure that you receive the best of our expertise.
Relationship
Our approach to connecting with our clients originates from a place of curiosity. The more we can understand your motivations, end goals, and challenges, the better we can adapt creative solutions to fit your unique pathway.
Reliability
Reliability is a key pillar of our values – we take great pride in ensuring that you can depend on us for any questions, new ventures, or solutions. We’re committed to providing dependable support every step of the way.
Flexibility
At Affinity, we appreciate that change is inevitable, and that your priorities may shift as you move through life. So that we can change and grow with you, we operate with flexibility to support your needs.
We genuinely care about our clients and their success.
Exceptional relationships built through exceptional communication.
We align with financial networks and resources to help our clients have a clear strategy and financial direction.
Our people have a blend of maturity and experience together with young opinions and directions particularly in newly emerging technologies.
