About Us

Our mission

Our mission, first and foremost, is to restore balance to both your business and personal life. We understand how all-consuming financial stress can be, especially for business owners. By making complex financial situations simple, we aim to help your business, whether you are based in Newcastle, Sydney or the Central Coast.

Our vision

A strong financial foundation is the backbone of any successful business. While the beginning of your relationship with us may be to get your accounts organised, we don’t believe our job ends there. We want to truly understand your business. We believe in creating successful, lifelong partnerships that can help you achieve your goals.

Our values

You are our number one priority. We know most accountants will say that, but here it isn’t just an empty promise. We aren’t getting to know you as a product, a client or as a challenge. We are getting to know you. You are the person behind the business. You are the person whose work/life balance is affected by financial stress. You are the person we want to help.

Our directors

Daniel Smith

Daniel has an extensive history of working with clients all over Australia. His unique approach that prioritises client relationships has been very successful, especially for business owner clients.

Daniel’s strengths include being able to identify his clients goals, and then developing strategies and structuring business to achieve these goals. He specialises in tax strategies, the structuring of self-managed Superannuation, estate planning and providing asset protection advice.

Outside of work, Daniel is married and is a proud father of three daughters. He loves being active, and is an avid surfer, fisherman, cyclist and runner. With time for all these activities, you can see that Daniel embodies a work/life balance in his own lifestyle.

He is also committed to giving back to the Central Coast community. And has performed director roles on various not-for-profit organisations.

Recent examples of his work include:

Assisting a client to obtain $2M of funding with projections and cash flow modelling
Performing a thorough review of manufacturing costs for customised construction projects
Structuring a wholesale supplier business to reduce Capital Gains Tax
Improving the profitability of a luxury goods manufacturer by successfully implementing KPIs

Qualifications and Memberships:

Bachelor of Commerce
Masters of Applied Taxation (UNSW)
Registered Tax Agent
SPAA Specialist SMSF Auditor
Member of the Institute of Chartered Accountants Australia and New Zealand (CA ANZ)

John Swaine

John has more than 25 years’ professional experience and possesses strong technical knowledge that allows him to deliver quality advice on taxation and business advisory services.

John’s specialty knowledge is bolstered with experience in a range of industries, including asset protection, tax and business advice, succession and strategy planning, and management and business valuation services.

What John finds most rewarding about his work is forging strong, ongoing relationships with clients and seeing how his advice improves their business and lives.

In particular, John enjoys helping clients align their personal and business goals. In far too many cases, he sees people falling victim to prioritising one over the other.