Business Details
43 Years
experience
Integrated Accounting & Wealth Solutions Newcastle
Lambourne Partners is an integrated accounting, wealth management, and advisory firm dedicated to helping business owners achieve their financial and lifestyle goals. Founded in 1983, we have built a reputation for delivering personalized, expert advice tailored to the unique needs of each client. Our team of over 70 professionals combines decades of experience with cutting-edge tools to provide strategic guidance in accounting, financial planning, business consulting, and SMSF management.We prioritize integrity, innovation, and a deep understanding of our clients' aspirations, ensuring they can focus on growing their businesses while we handle complex financial matters. With offices in Newcastle, Singleton, and East Gosford, we serve small-to-medium enterprises and individuals across the Hunter Region and beyond, fostering long-term relationships built on trust and results-driven expertise.
Services
Business Consulting
Financial Planning
Self-Managed Super Funds
Business Valuations
Bookkeeping Services
Audit & Assurance
Property Finance
Taxation Services
Wealth Management
NDIS Consulting
Details
- Year established: 1983
Highlights and features
- Assisting Newcastle businesses since 1983 with tailored financial strategies
- Team of 70+ certified professionals across accounting, finance, and advisory
- Integrated approach combining accounting, wealth management, and business consulting
- Proven track record in SMSF management and business valuation expertise
- Local market knowledge with national service capabilities
Associations and certifications
- Chartered Accountants Australia & New Zealand
- CPA Australia
- ASIC Registered SMSF Auditor
What people say
Personalised service
Expert financial guidance
Proven business growth support
Reliable advisory team
Stress-free processes
Services
Business Consulting
Tailored business consulting services to guide companies through growth challenges and strategic decisions. Our experts analyse operations, financial data, and market conditions to develop actionable plans for improved profitability and efficiency. With decades of local industry experience, we help businesses implement changes that deliver measurable results in areas like international expansion, cost reduction, and process optimisation.
Financial Planning
Comprehensive financial planning services designed to help individuals and business owners achieve their wealth goals. Our certified advisors create personalised strategies covering retirement planning, investment management, and risk mitigation. We focus on building long-term financial security through tailored solutions that align with clients' lifestyle aspirations and business objectives.
Self-Managed Super Funds
Specialist SMSF management services providing end-to-end support for self-managed superannuation funds. Our team assists with fund establishment, compliance requirements, investment strategy development, and pension management. We work closely with clients to ensure their retirement savings are structured optimally while maintaining full regulatory compliance.
Audit & Assurance
Independent audit and assurance services enhancing business credibility and investor confidence. Our experienced team conducts financial statement audits, internal reviews, and compliance assessments while identifying operational efficiencies. We specialise in serving private companies, not-for-profits, and government entities with transparent reporting solutions.
Business Valuations
Professional business valuation services determining accurate company worth for sale, succession planning, or strategic decision-making. Our certified valuators use industry-specific methodologies to assess financial performance, market position, and growth potential, providing clients with actionable insights to increase business value.
People
Stephen Lambourne
Founding Partner
With over 44 years' experience, Stephen specialises in property transactions and family law support. He combines deep accounting expertise with a commitment to client success, holding Fellowships with Chartered Accountants Australia & New Zealand and other professional bodies.
Paul Franks
Partner
A Chartered Accountant since 1990, Paul focuses on business structuring and growth strategies for medical, real estate, and construction sectors. He brings specialist tax expertise and a client-centric approach to financial decision-making.
Jason Ginns
Partner
With 30 years' industry experience, Jason specialises in construction and property development advisory. He provides strategic guidance to help property-focused businesses achieve financial success through personalised service and sector-specific insights.
Chad Stead
Partner
Over 20 years' experience advising SMEs on strategic direction and business growth. Chad builds relationships based on exceptional service, helping clients uncover opportunities and navigate complex business challenges with practical solutions.
Kurt Purkiss
Director of Wealth
Leading the wealth advisory team with 16 years' experience, Kurt specialises in retirement planning and business growth strategies. He combines strategic vision with hands-on mentoring to deliver holistic financial solutions for clients.
Questions
What accounting services does Lambourne Partners offer?
We provide comprehensive accounting services including tax compliance, financial reporting, business advisory, and SMSF management tailored to SMEs.
How can business valuations help my company?
Our business valuations identify growth opportunities and strategic improvements to increase your company's market value.
Do you offer financial planning for individuals?
Yes, we specialise in retirement planning, investment strategies, and wealth management for high-net-worth individuals.
What areas do you service?
We operate from Newcastle, Singleton, and East Gosford, serving clients across NSW and Australia-wide through virtual consultations.
Are your advisors certified professionals?
All our advisors hold industry-recognised qualifications including Chartered Accountant and Certified Financial Planner designations.
Videos
Reviews (5)
Amos Papas
Jul 22, 2021
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We trusted mr Chad Nean from Lambourne Partners to look after our company's accounting needs for a number of years. We thought Chad was providing good service, until, last year when we had another accounting firm audit our books and found that a large number of transactions in our accounting software had been altered without our consent by Chad and his team so that we couldn't claim a tax credit on these items even though it was obvious that we were entitled to. This resulted in an over-payment of some $30 000+ to the ATO by our company. When questioning this in a friendly manner with the team
Andy Howard
Jan 14, 2021
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I've engaged Lambourne Partners for accounting, advisory and SMSF services over the past couple of years and have found the team to be knowledgeable, responsive and very considerate. I've received excellent personalised advice and have found the team to be 'ahead of the curve' with their knowledge of a rapidly changing regulatory environment.
Andrew McLeod
Sep 09, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
Lambournes have been the accountants for my business as well as my wife's business for several years, and the service, business advice and responsiveness is always great. Highly recommended.
Lambournes have been the accountants for my business as well as my wife's business for several years, and the service, business advice and responsiveness is always great. Highly recommended.
David Noble
Jul 22, 2020
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23 years as my company and personal accountants, I think that does all the talking why I give Lambourne's a 5 star rating.
Ryan McCathie
Jun 09, 2018
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Lambourne Partners are professional and reliable. I have been with them for over 2 years and they always go above and beyond with everything they do. I highly recommend them to anyone!
