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We’re a boutique Financial Services Firm and we’ve been helping our clients manage and build their wealth for over 43 years.
Peter Vickers founded the firm in 1979, with a core strength in accounting. As the needs of our clients has grown, so have our range of services. We now provide comprehensive support in
Why We're Different
Based in Sydney, we look after clients across a diverse range of industries and professions, throughout Australia and overseas. Some of our clients have been with us for over 40 years, and we take pride in our ability to build long-term relationships, since they enable us to gain an in depth knowledge of a client’s financial affairs and objectives. It means we’re able to provide on-going proactive advice, helping people to reach their financial goals throughout their life.
We specialise in the needs of small to medium sized businesses, so whether you are a sole trader, partnership, trust or company we can help you.
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