Established in 1990, the firm originally commenced as a Chartered Accounting and financial planning practice in the Melbourne bayside suburb of Black Rock.
Today, the firm is owned and operated by Andrew Yim and specialises in the provision of tax and accounting services. We also have a strong focus in the ever growing area of self managed superannuation funds and continue to be a member firm of Chartered Accountants Australia and New Zealand (CAANZ), arguably one of the world’s most trusted accounting brands.
In February 2011, the firm moved to Hampton, and relocated to Martin Street, Brighton in March 2019.
Our core client base includes high net wealth individuals and their families, medical practitioners, company executives, business professionals and self funded retirees. We pride ourselves on the fact that a large number of these clients have remained with the firm for many years.
Whilst the majority of our clients are located in Melbourne, we also act for a number of clients in country Victoria, interstate and even overseas!
We have a number of referral partners that we work closely with, providing additional services for many of our clients. These additional services include: