Grow and preserve your personal wealth with a holistic strategy that’s more than money.

Thrive Personal

Navigate wealth, family, and the future through discrete guidance that helps you balance preservation with enjoyment and a legacy that’s reflective of your values.

BUILD A SOLID
FOUNDATION

Structure Your Wealth

Protect and grow your assets through tax-efficient structures that provide privacy, balance control, delegation, and support complex family wealth dynamics.

KEEP MORE
OF YOUR MONEY

Optimise Your Tax

Minimise tax obligations through strategic planning within legal frameworks that ensure you retain more wealth while maintaining full compliance and transparency.

TRUSTED SUPPORT
WHEN YOU NEED IT

Life Transition Guidance

Navigate significant life changes with confidence, knowing the financial side is taken care of. Whether facing divorce, a business sale, or family circumstances, we provide a steady hand to protect your wealth and help you emerge stronger.

PLAN YOUR
LEGACY

Estate & Succession Planning

Secure your family's financial future with succession strategies and structures that help you transfer wealth efficiently, minimise disputes, increase philanthropic impact, and preserve harmony across generations.

Partner with a team that wants the best

... for your wealth and wellbeing

BOOK A DISCOVERY CALL
BOOK A DISCOVERY CALL

  • “Accounting Heart does more than just enter in numbers and prepare returns, they have helped us plan for the growth of our business which has been extremely valuable.”

    KATHRYN HARRISS | PRINCIPAL | HARRISS JONES LAWYERS

  • “Seeing my business grow to triple its size in the last 12 months has been made so much easier with great support from Sonia and her team. It is really comforting to be able to ask my accountant even the simplest of questions.”

    LITAL GREEN | DIRECTOR| INSPIRE COWORK

  • "Sonia is an extraordinary accountant - not only is she great at her work she genuinely cares about my small business. She clearly explains things when needed for 'non-numbers people' and no question is ever too silly or small. I would be lost without her help in my creative business."

    KAREN MILES | FOUNDER | FRENCH CONSUL

  • "I was recommended to use your company with respect to the management of my SMSF in support of me purchasing an investment property within the fund, creation of a Pty Ltd and subsequent Bare trust. With all the other moving parts in this process this one was seamless."

    Duncan McLeaod | Duncs Honey

  • "My wife and I have known Sonia for many years. I would consider her a trusted friend. She has provided great over many years. She has helped my daughter with starting her business and as a mentor."

    Greg Goodieson | That Training Ball

  • "Accounting Heart has guided me through my journey from sole trader to company and now back to a sole trader, helping me all the way."

    Jan Sky | Sky Training

  • "I am very happy working with Sonia and your team. I see your business and trustworthy, professional and responsive."

    Michelle Bihary | Delta Consulting Pty Ltd.

  • "Sonia and her team are very professional in their approach to our account. They are responsive, courteous and always helpful."

    Siobhan Flanagan | Four J's Development Tools Asia Pty Ltd.