Need clarity on a tax, accounting or financial decision? Let’s talk.
You don’t need to be an existing New Leaf Advisory client to start the conversation.
How it works
Tell us what you need help with
We arrange a Discovery Meeting
This gives us an opportunity to understand your current circumstances, financial structure, immediate concerns and what you’re hoping to achieve. We’ll discuss your goals and priorities, service requirements and any decisions or issues that need attention.
Just as importantly, it’s an opportunity for both of us to determine whether New Leaf Advisory is the right fit for your needs.
At the end of the meeting, we’ll outline the recommended next steps and the most appropriate way forward.
Complete onboarding & identity verification
As part of Australia’s Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) requirements, we will verify your identity and, depending on your circumstances, may need to obtain some additional information before providing certain services.
We’ll send you a secure digital identity verification request through BGLiD. The process is straightforward, and we’ll guide you through any additional information we may need.
Receive clear, practical advice
Our advice will be specific to your circumstances and focused on helping you understand the issues, risks, opportunities and recommended next steps so you can make your decision with confidence.
Need clarity before your next move?
From tax deductibility and Division 7A to CGT, PSI/PSB, superannuation, structuring, property and investment decisions and other complex financial matters — if you need clarity before making your next move, start the conversation with us.