Chartered Accountant and Business Advisor
I’m a Chartered Accountant, but I’m really about ‘personal connection’. When I connect with my clients on a personal level, magic happens.
My clients are mostly ambitious business owners making $300k to $3million in sales, and personal investors. I give them everything they need to make informed decisions about their business and personal investments.
I use my 25 years of experience in accounting, tax and financial planning to help them develop sound strategies to make money from business and build wealth by investing wisely.
The three main things my clients really appreciate about me are:
- My strong personal connection with them – they’re not just another number.
- My accessibility when they need guidance and input with financial decision making.
- My strong business and personal investment focus – I’m not a form filling accountant.
I want to leave my clients feeling educated, confident and excited about growing their business to benefit their Family, Investment & Legacy.
When I’m not having strategy sessions with my clients, I enjoy friendship and connection with the local community via the Camberwell Rotary Club. My wife and I cherish the precious time with our two young children.
Sasi is the financial management advisor for the Advisory Group for businesses turning over less than $3 million
Customer Survey Responses Chart
Satisfaction Rating System
The Customer Satisfaction Rating is derived from regular independent surveys of all clients.
The rating colour codes are
|• Gold Star||Raving Fans|
|• Green Light||Completely Satisfied|
|• Yellow Light||Some Concerns|
|• Red Light||Thumbs Down|
In the BLOG
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