"Prosperity by Design"
Creating
Profit with Purpose.
Wealth with Direction.
A Proactive Firm of Profit, Tax and Wealth Advisors
We help family business owners turn hard work into financial freedom – by structuring their operation, cash flow, tax and investments to build wealth beyond their business.”
CPA / FPA / MFAA
Our 3 Promises
Make More Money
(Business & Invesment Performance)
- Double business profits in 2 years through financial insight reporting, pricing strategy and KPI accountability.
- Eliminate inefficiencies and leakage through your CFO-style insight packages and profit planning.
Pay Less Tax
(Strategic Structuring & Tax Planning)
- Legally reduce tax by20-30% through entity structuring, wealth distribution and annual proactive tax plans.
- Shift profits into tax-effective wealth vehicles (SMSF, Investment companies and trusts).
Build Wealth & Freedom
(Financial & Wealth Strategy)
- Build a $3M+ investment portfolio through a coordinated super, property and investment strategy.
- Create a debt -free retirement and succession structure that funds life beyond business.
which is more important to you?
Client Success Story
How a 43 year old Melbourne electrical supplier who after 12 years of being stuck in a stagnate business transformed it into a vibrant growing organisation that is better organised, has more focus, clarity and direction of what can be achieved going forward. The owner is now making significant financial improvements, producing healthier profits, more working capital and structured tax effective remunerations that is helping him build his business value, his personal and family wealth.
- Lets dive into the numbers:
- Boosted sales 15%
- Lifted gross profit 9%
- Improved profits 84%
- Extracted 3 times more money
- Saved $46,680 in capital gains tax
Create a Business by Design
Double Profits,
Reduce Tax by 20% to 30%+...
and Build a $3M+ Portfolio
Download The Business Strategy Map
Over the years, while working with many clients we have collated proven and tested strategies that clients have been implementing to make money, pay less tax, build AND protect their wealth.
Why?
So to have a clear pathway for business owners and their families to enjoy better lives.
“40 years+ in the making and 410 strategies designed to create prosperity”
Book a Free Discovery session to see how we can Help
Frequently Asked Questions
At Concepts & Results, we’re more than accountants — we’re business and wealth partners for family business owners who want to make more money, pay less tax, and build lasting wealth. For over 40 years, we’ve helped hardworking Australians turn business profits into personal prosperity through smart tax planning, business strategy, and investment advice. What makes us different is our integrated approach — accounting, financial planning, property, and advisory all under one roof — giving you one clear plan, one proactive team, and one goal: your financial freedom.
We design smart business and family structures that protect what you’ve built and reduce unnecessary tax. By aligning companies, trusts, and super funds the right way, we separate risk from assets, keep profits in the right hands, and ensure your wealth grows securely. It’s not just about tax savings — it’s about long-term protection and control.
We believe success comes from staying connected and accountable. That’s why we meet with you quarterly to review your financial performance, track progress, and refine your strategy. You’ll also receive monthly or quarterly reports that keep you informed and in control. These regular check-ins ensure you’re always ahead of your numbers — not reacting to them.
Our wealth planning process brings clarity, structure, and strategy to your financial future. We start by understanding your goals, family priorities, and current position, then design a personalised roadmap covering superannuation, investments, property, tax efficiency, and retirement planning. It’s a practical, step-by-step plan that aligns your money with your life goals — so you can build wealth confidently and retire on your terms.
Absolutely. We help you unlock and strategically use your property equity to invest smarter — whether that’s funding your next property, diversifying your portfolio, or accelerating your long-term wealth goals.
Within your first year with us, you’ll gain clarity, control, and measurable financial progress. Most clients see immediate benefits through smarter tax strategies, clearer financial insights, and improved business profitability and cash flow. You’ll also have a structured plan to reduce debt, strengthen your business performance, and start building personal wealth outside your business. By the end of year one, you’ll know exactly where your money is going, how to keep more of it, and how to position yourself for long-term financial freedom.
We work on fixed, value-based pricing — not hourly rates. You’ll know exactly what’s included and what it costs upfront, with transparent monthly payments and no surprise bills. Clarity, consistency, and complete peace of mind.
You can get started by booking a free 15 – minute discovery session through our website. in this session we will identify your biggest issues and then advise how we can help.