Progressive Accounting for Ambitious Individuals
Your financial growth and protection is within reach
Discover strategic practices for your financial protection and growth. Receive advice designed to navigate uncertainties and optimise wealth for generations to come.
It’s not what you’ve got, it’s what you do with it that counts.
In today’s ever-changing financial landscape, the true measure of wealth lies in the wisdom of those guiding your path. At New Leaf Advisory, we understand that the timeless return on your investment isn’t just about numbers, it’s about the certainty of having capable advisors who take control of your affairs, ensuring your peace of mind remains intact. And for us, that assurance is truly priceless.
Paying for an accountant should never feel like an expense, it should feel like an investment in your future.
You’ve dedicated yourself to building your investments or business interests, positioning them on a trajectory toward wealth accumulation. Now, as you stand at the threshold of growth, it’s crucial to safeguard and oversee these assets. They represent not just your financial independence but also your enduring legacy.
At New Leaf Advisory, we’re your strategic partner in securing your financial future.
Holistic strategies for growth and stability
At New Leaf Advisory, we understand the significance of having the right team by your side when it comes to managing your finances. Our holistic approach to managing complex tax and accounting affairs is designed to uncover opportunities for growth, minimise risks, and enhance the overall health of your financial landscape.
In almost no time I was able to buy the home that I wanted through the solid standing of my business, and I continue to benefit from proactive attention to compliance, future planning, and overall financial optimisation as a business owner and individual.
Fresh Perspective
While you may be tied to tradition, we’re all about innovation. Our forward-thinking approach and fresh perspective means we’re always one step ahead, ready to offer creative modern solutions tailored to your dynamic professional needs.
Qualified Advisors
Our commitment to excellence knows no bounds. We deliver you available, experienced and qualified advisors and a solid track record of client results and a personalised and client-centric approach.
Strategic Partnerships
We offer more than just financial expertise — we’re your gateway to a network of strategic partnerships, ensuring every aspect of your financial journey is covered.
If you’ve found yourself in a second-generation relationship with your tax advisor, perhaps now is the time to consider turning a new leaf.
Are you feeling stuck in a financial relationship that’s rooted in the past? Perhaps you’ve inherited an accountant from your parents—a legacy style service that’s struggling to keep pace with your evolving needs. It’s a common dilemma we understand all too well. Your affairs might be slipping through the cracks, leaving you feeling undervalued and uncertain about the future. Worries about succession and estate matters may loom large, casting a shadow over your peace of mind. But here’s the good news: you don’t have to navigate these challenges alone. At New Leaf Advisory, we specialise in ushering in a modern approach to financial management—one that’s tailored to your unique circumstances and aspirations. We prioritise your affairs, ensuring you feel valued, important, and truly recognised every step of the way.
Let us help you embrace progress and secure your legacy for generations to come.
Strategic Management for High-Net-Worth Individuals
We understand the language of numbers and the importance of strategic financial management.
As a high net worth individual, your financial landscape demands a level of expertise and diligence that goes beyond the ordinary. Learn the New Leaf advantage when it comes to strategic thinking for setting goals and building futures.
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Our Services
Financial solutions that put you a branch above
At New Leaf Advisory, we provide a unique and practical approach to managing your financial affairs. Unlike larger firms, we offer you direct access to our entire team, ensuring that each member is intimately familiar with your unique circumstances. Our commitment to personalised service combines the quality of the top 4 accounting firms with a more individualised touch.
The New Leaf team provide you with personalised strategies across Enterprise Advisory, Tax & Accounting and Superannuation. We can also support you as a dedicated Virtual CFO to ensure your financial circumstances are governed with the expertise and foresight they deserve.
Enterprise Advisory
We bring a strategic approach based on a deep understanding of your affairs to benefit those with complex wealth portfolios and sophisticated business affairs.
Tax & Accounting
We believe that an accountant is for life, not just a tax season so we work with you to ensure you’re on track over the long term, as well as all year round.
Superannuation
We deliver a comprehensive, tried-and-tested process for administering Self-Managed Superannuation Funds from set-up through the wind-down.
Virtual CFO
Our virtual CFO services can serve to replace a traditional finance function with tailored, expert service at a fraction of the cost.
What we will offer you compared to what you may be used to:
New Leaf Advisory
First Generation Relationship
First generation relationship advisers who are well connected with similar, like-minded professionals across a broad/diverse network.
Technology
Conhesive, integrated technology solutions customised for industry needs. Internal systems and processes constantly evolving and adapting for better ways to provide you service with privacy and security at the forefront.
Proactive Professional Advice
Proactive advice provided on a regular basis when required and where inferences are drawn by client managers or Director which can add value to you or your broader entities.
Fees & Service
Fixed fees for clarified scope of work. Variable fees for complex advisory or CFO related projects. Clear and regular communication to cater for needs and change.
Collaboration
Multiple points of contact including a purpose selected client manager who works in close conjunction with Director, as well as the broader team including other client managers of differing experience and a capable administrative team who are also involved in (non-technical) client affairs.
Don’t accept
Second Generation Relationship
Second generation relationship accountant and adviser network from your parents. Relationships being handed down, handled or delegated from partner to younger managers or support staff who aren’t capable of advice.
Technology
Fragmented technology in constant catch up phase due to inability to include technology as an ongoing process improvement initiative.
Fees & Service
Variable fees for service, fluid and/or ambiguous scope. Annual communication.
Collaboration
One main knowledge holder, a partner or senior manager, who generally does not collaborate with a broader team to ensure you are properly cared for.
Building a business legacy
Every late night spent pouring over financial statements, every tough decision made in the pursuit of success, it all adds up to more than just numbers on a balance sheet. It’s the foundation of your legacy, a testament to your dedication and perseverance. At New Leaf Advisory, we recognise the immense effort you’ve put into building your wealth, and we’re here to help you ensure that your legacy endures for generations to come.
With us by your side, you’ll have the confidence to navigate any challenge and seize every opportunity for financial success, all while building a legacy that lasts for generations.
Frequently asked questions
What's the best business structure to minimise tax and protect my assets?
Structuring decisions are based on personal circumstances and are not handled with a “one size, fits all” approach. Asset protection and tax minimisation strategies invariably involve the utilisation of companies and trusts, which are complex long-term structures. Given our expertise, careful consideration is given to the initial establishment and ongoing use of entities withing a group structure. We advocate simplicity and consider structures must always maintain a purpose specific use.
How can I minimise my tax liabilities within the regulations?
Tax minimisation starts with properly understanding your own tax environment. In that sense, an initial education may prove invaluable to navigate tax choices within regulations. Thereafter, once an adequate understanding is obtained, ensuring your tax foundations are structured appropriately and your available strategies are well considered and executed regularly is part of our client service. We holistically consider tax minimisation strategy within the context of investment, opportunity cost, timeliness and benefit.
Changing accountants can be complex, costly and time consuming. Why is it worthwhile?
Given our experience in onboarding many new client groups over the last 10 years who have picked and sticked with us, we have found the cost and time associated with making a professional services transition is trivial in context of the value we provide. Value uncovered through proactive, comprehensive and strategic advice implemented over the course of the service period compounds and supports wealth accumulation and preservation which is critical to the long-term financial success of our clients.
Do you offer succession planning and strategies to achieve long-term lifestyle goals?
We have extensive history and experience in managing family groups over time which entail the issues of succession and estate planning. Our services and skills tend to be one of many required to properly navigate a journey to long-term goals. We work and collaborate with a broad range of ancillary service providers to cater for each chapter of your journey, including insurance brokers, solicitors, finance brokers, financial advisers, investment advisors etc. Our relationship-based client approach ensures we are aware of your lifestyle goals and partner with you over time to achieve them.
Secure your financial future with clarity, purpose, and vision.
The journey to financial freedom starts here. Schedule a consultation with New Leaf Advisory today.