Straight answers — what I take on, how engagements run, and how to tell if we're the right fit.
Two things, held to one standard. The first is dependable public-practice work — accounting, tax and advisory for businesses and individuals who want a senior, responsive partner rather than a processing line. The second is forensic and investigative work: untangling financial records, quantifying loss, and giving independent expert evidence when a matter is headed for dispute or court. Most clients come for one or the other; some find they need both.
That's true of most people who call, and often at a stressful time. It starts with a conversation — no jargon, no obligation — where you tell me what's going on and I tell you honestly whether I can help and how. If we proceed, I set out the scope and cost in writing first, do the work, and explain what I find in language you can actually use. You're never left guessing where things stand.
You deal with me. The practice is deliberately boutique, which means the person you brief is the person who does the analysis and stands behind it. That's the whole point of working this way — senior judgement on your matter from start to finish, not delegated down to the lowest available cost.
On the forensic side: business and partnership disputes, matrimonial and family-law matters, insurance and claims quantification, fraud and misconduct investigations, and expert-witness engagements for litigation. On the practice side: company, trust and group accounting, tax compliance and planning, structuring, and the everyday advisory that keeps a business confident and compliant. If you're not sure which bucket your situation sits in, ask — placing it correctly is part of the job.
I'd rather tell you early if we're not the right fit than take work I can't do justice. I don't act where there's a conflict, and I'll decline matters that sit outside my expertise or that need a different specialist — a particular area of law, a valuation discipline, or a scale that belongs with a larger firm. When that happens, I'll usually point you toward the kind of professional you actually want. Turning away the wrong work is how I protect the quality of the right work.
Every engagement starts with a clear scope and an engagement letter, so we both know what's being done and why. Fees are agreed up front — I'll explain how I charge and give you a realistic estimate before any work begins, and I'll flag it early if something changes the picture. No surprise invoices.
Yes. I'm regularly engaged to provide independent expert evidence, as either a single expert or a jointly-appointed one. The important thing to understand is that an expert's duty is to the court, not to whoever pays the bill — my opinion is the same regardless of who engaged me. Reports are prepared to meet the relevant court rules and to withstand scrutiny.
Discretion is the baseline, not an extra. Sensitive financial and personal information is handled carefully and stored securely on systems in Australia, access is kept tight, and where legal professional privilege applies I work within it. You can read the specifics in the privacy policy, but the short version is: what you tell me stays close.
I'm based in Capel, in the South West of Western Australia, and engaged nationally — much of the work is done securely and remotely, so location is rarely a barrier. To get started, reach out through the contact form or by phone. We'll have an initial conversation, I'll run a quick conflict check, and if it's a fit I'll send through scope and costs. From there, we begin.