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About Us

Liberating People’s Lifestyles

We’re an integrated team of solution-based advisers that work in harmony to make your overall business and personal wealth goals a reality.

We’re driven by one overarching focus: to liberate your lifestyle.

Our passion is helping find solutions that open up a range of lifestyle options for you while eliminating the stress and hassle that comes with many financial transactions.

We do this by assessing all aspects of your current business or personal financial situation, helping you to articulate clear goals, and identifying what you need to do (and how best to do it) to get to where you want to be.

Whether you’re a business owner looking to grow your business with less stress, or a wage earner/investor/trader wanting to maximise your money and build multiple streams of income for when you choose to stop working, our holistic approach to your financial situation will give you the flexibility to live life on your terms.

Contact us today to arrange a free discovery meeting so we can help you achieve your goals sooner and safer.

jason

From humble beginnings…

We’ve come a long way since first opening our doors on 1 December 1997 in Ascot Vale, Melbourne.

Today, The Practice is a holistic financial services firm providing a full suite of Business Advisory and Personal Wealth Advisory services across business consulting, accounting, tax, financial planning, mortgage broking, insurance, and superannuation.

We’ve built an amazing team of passionate experts who work in harmony to deliver outstanding results for a diverse range of clients.

rob

Our Mission

1
To help our clients achieve their business and personal goals through proactive service and ongoing advice.

Our Core Values

2

  • Caring for our clients and our team
  • Working ethically and with integrity
  • Having fun at work
  • Being passionate about what we do

Our Guiding Principles

3
  • Presume best intentions
  • Focus on each other’s strengths
  • Authentic success
  • Make each other look good
  • Respect our differences
  • Seek first to understand, then to be understood
  • Ubuntu – we’re all in this together
  • Collaboration

Our Why


LIBERATING PEOPLE’S LIFESTYLES

Why you should consider The Practice

We’ve got all your financial needs covered—business advice and support, accounting and tax, wealth creation, finance, insurance and super. Think of us as your personal advisor for all of life’s important financial and business decisions.

Been there, done that.

Since 1997, we’ve helped clients achieve their personal and business goals. It’s what we do.

We’re objective.

Because we’re not aligned with any financial providers or products, you get objective advice that provides the best outcomes for you.

We take the time to understand your unique situation. We look at where you are now, and where you want to get to, to ensure we achieve the best overall outcome for you—both now and in the future.

We care.

Our success relies solely on your success. This philosophy of ‘we’re all in this together’ impacts everything we do—from the way we work with clients, to the way we operate together as a team.

Hassle-free, so you stress less.

Our experts work together to maximize every opportunity for you while minimizing hassles. We manage the process and are always on hand to advise you of the best course of action. It makes sense. (And dollars.)

We make making money simple.

We explain what we’re doing, and why, then guide you every step of the way to make your dreams reality.

Big firm strength, small firm philosophy.

We’re big enough to provide expert advice across a range of key areas but small enough to tailor a solution to meet your changing needs. (Guess that makes us just right.)

Why choose The Practice?
We have 5 compelling reasons to share.
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