Wealth management for business

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Wealth management for business

Aligning with your business goals, we can help you optimise your cash flow situation, ensure you have the right strategies in place, and structure any debts in the most efficient way possible

Home / Advisory / Business strategy, consulting and advice / Wealth management for business

Optimise your business finances at every stage with our strategic guidance, navigating towards sustained financial success.

It is not always easy to manage the unique financial challenges at every stage of your business lifecycle and decide on the right financial path to ensure continued growth.

We can help you navigate the myriad of complexities and work towards an optimised financial future for your business, so that you can get back to your core business.

the unique financial challenges at every stage of your business lifecycle and decide on the right financial path to ensure continued growth.

Debt advisory

Ease your banking challenges with our debt advisory. We ensure suitable funding, structures, and products for your business, providing you with comfort and understanding.

Succession planning

Smooth your business transition with our succession planning. Our team of experts provide you with the insight, skills, and knowledge to determine your business’s value, plan for tax implications, and identify opportunities within it. We prepare for your exit, ensuring value and continuity.

Financial planning and advice

By working with you to understand your business goals, we can compile a financial strategy to achieve them. We optimise cash flow and investments for your success.

Kaiate Falls top view located in Bay of Plenty, New Zealand, North Island

Financial service license details

Financial Services are provided by individual associated entities of separate independent Chartered Accounting firms part of the Nexia Australia Pty Ltd umbrella group. For more details, see our legal page here.

Some entities are individually licensed and others are corporate authorised representatives.

  • Nexia Sydney Financial Solutions Pty Ltd (ABN 88 077 764 222) have their own Australian Financial Securities Licence (No. 247300). See here for details.
  • Nexia Perth Financial Solutions Pty Ltd (ABN 54 164 264 331) have their own Australian Financial Securities Licence (No. 482926) See here for details.
  • Nexia Melbourne Wealth Strategies Pty Ltd (ABN 26 159 538 762) Authorised Representative No. 432939 (Nexia Melbourne Wealth Strategies). See here for details.
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Locations

Mal Di Giulio

Managing Director, Business Advisory

Perth, WA

Robert Prime

Managing Partner, Business Advisory

Adelaide, SA

Vito Interlandi

Managing Partner, Corporate Advisory

Melbourne, VIC

Aaron March

Partner, Business Advisory

Melbourne, VIC

Adam Boles

Partner, Business Advisory

Sydney, NSW

Adam Smith

Director, Business Advisory

Perth, WA

Alex Davis

Director, Business Advisory

Perth, WA

Anita Cohen

Partner, Business Advisory

Sydney, NSW

Billy Kang

Partner, Corporate Advisory

Canberra, ACT

Brenton Lawrence

Director, Business Advisory

Perth, WA

Brett Morkunas

Partner, Audit and Assurance

Adelaide, SA

Doug Abrahams

Partner, Business Advisory

Melbourne, VIC

George Wilcox

Partner, Business Advisory

Sydney, NSW

Grantley Stevens

Partner, Business Advisory

Adelaide, SA

Ian Stone

Partner, Business Advisory

Sydney, NSW

Jane Fenner

Partner, Business Advisory

Sydney, NSW

Kalista Pakkiyaretnam

Partner, Business Advisory

Canberra, ACT

Katie Lin

Partner, Business Advisory

Sydney, NSW

Mark O’Shaughnessy

Partner, Business Advisory

Canberra, ACT

Melanie McRoberts

Director, Business Advisory

Perth, WA

Ming Kei (Larry) Lam

Partner, Business Advisory

Sydney, NSW

Nunzio Di Iorio

Director, Business Advisory

Perth, WA

Paul Dimasi

Partner, Business Advisory

Adelaide, SA

Paul Lenton

Partner, Business Advisory

Sydney, NSW

Paul Mannion

Partner, Business Advisory

Sydney, NSW

Raoul Stevenson

Partner, Business Advisory

Adelaide, SA

Russell Reid

Partner, Business Advisory

Sydney, NSW

Ryle Purich

Director, Business Advisory

Perth, WA

Sangeeta Kaushik

Partner, Business Advisory

Melbourne, VIC

Sarah McEachern

Partner, Business Advisory

NT, SA

Stephen Davis

Partner, Business Advisory

Sydney, NSW

Steven Wild

Partner, Business Advisory

Adelaide, SA

Theuns Klopper

Director, Managed Services

Perth, WA

Vincent Scali

Partner, Business Advisory

Sydney, NSW

Wendy Clarke

Director, Business Advisory

Perth, WA

Allison Sree

Client Services Director, Business Advisory

Sydney, NSW

Amy Jones

Associate Director, Business Advisory

Sydney, NSW

Dominic Speranza

Client Services Director, Business Advisory

Sydney, NSW

Evan Loftus

Associate Director, Managed Services

Perth, WA

Karen Gregor

Director, Tax Consulting

Adelaide, SA

Rodney Johnston

Associate Director, Business Advisory

Canberra, ACT

Shailander (Sam) Bhatia

Associate Director, Business Advisory

Sydney, NSW

Stewart Watts

Director, Business Advisory

Adelaide, SA

Yianni Tsathas

Associate Director, Business Advisory

Sydney, NSW

Claire Guo

Supervisor, Business Advisory

Sydney, NSW

Eliza Sims

Senior Manager, Business Advisory

Adelaide, SA

John Wilcox OAM

Consultant, Business Advisory

Sydney, NSW

Chloe Harvey

Manager, Business Advisory

Adelaide, SA

Kristina Tziavas

Manager, Business Advisory

Adelaide, SA

Lauren Rooney

Manager, Business Advisory

Adelaide, SA

Sonia Villano

Manager, Business Advisory

Adelaide, SA

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