Saving time and money, increasing profit and wealth, attracting and retaining staff – these are just some of the things our big-picture approach can assist you with.
Our Principal
Colleen Tarrant (CPA, MBA) has more then 30 years of experience in a wide range of small to medium enterprises, including significant business accounting and planning experience.
As co-owner and manager of a successful family enterprise for 25 years, Colleen has first hand understanding of the challenges of building, managing and growing a business ‘from scratch’.
An accredited advisor with Bstar and Viba, Colleen can tailor a plan that’s perfect for you to develop your business, assist your staff, and help you reach your financial goals.
Helping You To Help Yourself
We can help you find your Freedom Gap by helping your business grow.
To find out how, contact us today on 1300 911 227.
Let's Get Started
Case Studies
Lisa from Regional WA was referred by her Accountant as she was looking to purchase a school bus and a contract to pick up/drop off school children. The client had approached her existing Bank (NAB) who had been working on the application for 11 weeks before declining it. We picked up the application and had finance arranged with 48 hours of application for $250,000 and importantly enabled the client to purchase the bus/contract that she was at risk of losing due to the delays. The client now wants to refinance their 2 home loans away from NAB for $700,000.
Mohammed from WA was referred by his Accountant as he wanted to review his Home Loan. Unfortunately for the client, like many people in Perth, had negative equity. This didn’t mean we couldn’t help. We approached his current lender (Bank West) and conducted a product switch moving him from an old variable rate at 3.7% to a 2 year fixed rate at 2.99%. This took 1 day to process and saved the client over $200 per month.