Business Details
Your Trusted Accounting and Financial Advisory Partner in Ivanhoe
Established to empower clients with strategic financial guidance, Kaias Phillips combines deep industry expertise with a client-centric approach. Our team of seasoned professionals specialises in business advisory, tax consulting, and financial planning, delivering tailored solutions for entrepreneurs and family groups. With a focus on long-term partnerships, we prioritise clarity, compliance, and growth-oriented strategies. Our commitment to sustainability and staff welfare reflects our values-driven ethos.Recognised as a trusted advisor in Melbourne's accounting sector, we leverage decades of collective experience to navigate complex financial landscapes. Through innovative methodologies and transparent communication, we ensure clients achieve both business and personal financial objectives while maintaining strict adherence to regulatory standards.
Services
Business Advisory
Tax Consulting
Financial Planning
CFO Advisory
Structuring Advice
Advisory Board
Business Valuations
Succession Planning
Family Office
Human Resources
Highlights and features
- We offer 25+ years of combined experience in strategic business advisory services
- Our team holds specialist certifications in financial planning and tax consulting
- We implement a proprietary business assessment methodology for measurable outcomes
- We provide 1-to-1 strategy sessions with experienced accounting professionals
- Our SMSF specialists manage compliance for over 500 self-managed super funds
Associations and certifications
- Australian Financial Services Licence
What people say
Extremely professional team
Go that extra mile
Friendly, knowledgeable staff
Approach to sustainability
Personalised financial advice
Services
Business Advisory
Our business advisory service provides comprehensive assessments and strategic planning for growth-focused entrepreneurs. We conduct detailed gap analyses and develop tailored business strategies to enhance operational efficiency. With expert guidance on financial management and growth planning, this service helps business owners achieve measurable improvements in performance and long-term sustainability.
Tax Consulting
Specialised tax consulting services help navigate complex tax landscapes through strategic planning and compliance assurance. Our experts provide business structure advice, R&D tax incentives, and employee share scheme guidance. By optimising tax positions while maintaining compliance, we help clients minimise liabilities and capitalise on available tax-saving opportunities across various industry sectors.
Financial Planning
Personalised financial planning services create tailored strategies for achieving lifestyle goals and business financial objectives. We offer comprehensive wealth management solutions including retirement planning, investment strategies, and risk management. Our collaborative approach ensures financial plans align with both personal aspirations and business growth targets while maintaining regulatory compliance.
CFO Advisory
CFO advisory services deliver expert financial management and strategic decision-making support for business growth. We provide financial modelling, forecasting, and board reporting services to enhance financial visibility. This service includes virtual financial controller support and business coaching to help owners navigate growth challenges and optimise financial performance through data-driven strategies.
Advisory Board
Our advisory board service offers strategic growth planning and problem-solving support for business owners. Through quarterly reporting and opportunity identification, we help businesses maintain focus on growth objectives. This service provides access to specialist knowledge in finance, marketing, and technology while fostering confident decision-making for long-term business success.
People
Mark O'Brien
Managing Principal
With over 25 years in accounting, Mark leads our strategic advisory services, specialising in business growth and financial planning for professional services firms and medical practitioners across Australia.
Chris Mullins
Principal
Chris brings extensive experience in tax consulting and business structuring, helping clients optimise their financial positions while maintaining compliance with evolving regulatory requirements in the Australian tax landscape.
Nellie Fung
Client Director, Financial Planning
Nellie specialises in comprehensive financial planning solutions, guiding clients through retirement planning, investment strategies, and wealth management to achieve both personal and business financial objectives.
Sally James
Team Manager - Associate Director
Sally oversees our accounting and business advisory team, providing expert guidance on compliance, financial reporting, and strategic business development for small to medium enterprises.
Tram Truong
SMSF Manager
Tram leads our SMSF services, managing compliance and strategic superannuation planning for over 500 funds, ensuring clients maximise retirement benefits while meeting regulatory requirements.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including compliance, tax returns, BAS preparation, cashflow forecasting, budgeting, and financial reporting tailored to small business needs.
How does your business advisory program work?
Our program includes a free business assessment, gap analysis, and strategic planning workshop to identify growth opportunities and develop actionable plans for business improvement.
Do you offer financial planning for individuals?
Yes, we provide personalised financial planning covering retirement strategies, investment management, and wealth protection aligned with your personal and business goals.
What tax consulting services are available?
We offer tax planning, business structure advice, compliance assurance, and specialist guidance on R&D tax incentives and employee share schemes for businesses.
How can an advisory board benefit my business?
Our advisory board provides strategic growth planning, opportunity identification, quarterly performance reporting, and specialist knowledge to help business owners make informed decisions.
What is your approach to family office services?
We offer tailored family office solutions covering investment strategy, estate planning, charitable giving, and generational wealth management to preserve family legacies.
