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

  • “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