A two-minute check
Are we the right fit for each other?
Most enquiries start with a generic meeting. We would rather know what you actually need first, so the time we offer you is the right one.
It works both ways. If we are not the right firm for what you need, we will tell you honestly and point you somewhere that is.
All enquiries are handled directly by our directors. No juniors, no hand-offs.
What happens if the check shows we are not the right fit right now?
We would rather say so upfront than take a meeting and reach the same conclusion an hour later. It is not a judgement on your business: you can join our waiting list for when capacity opens, or ask us to point you to a firm we would be comfortable sending a friend to.
Is the result of the check binding on either side?
No. The check only decides what happens next, whether that is a discovery call, a structured advice meeting or a referral elsewhere. Joining the waiting list is not a commitment either way, and a discovery call carries no charge and no obligation.
What if our turnover is currently under $1 million?
It is not an automatic no. Our fees reflect the level of ongoing advice we are set up to provide, and the check is there to work out honestly whether that fits where your business is right now, or whether another firm would suit you better and cost less.
We already have an accountant. Can we still take the check?
Yes, and it is a common reason people take it. The check simply works out whether a conversation is worthwhile, without you needing to commit to anything or say for certain that you have already decided to make the move.
How do you actually decide whether we are a fit?
It looks at more than turnover alone: your business structure, staff numbers, how your accounts are kept, and what is prompting the conversation all shape which path we point you to, including a dedicated route for self-managed super fund trustees.
What happens immediately after we submit the check?
Depending on your answers, you will be offered a no-charge discovery call, a paid structured advice meeting for a new setup, one of two ways to get a return done, or a note that we need a little more information first. If you would rather talk it through with a person, you can always get in touch directly.
In their words
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