About Us

Advantage One – ONE Team, One Focus, Your Advantage

Our Services

The Advantage One Story

Advantage One has been forged from the recognition that successful financial outcomes demand more than a simple process, or single service stream; that accounting, taxation and financial planning have long been complementary services.

With this synergistic vision in mind, it seemed only natural that leading financial planners, Geoff O’Neil, Andrew Venning and Grant Hodgins, should merge their financial planning service with Tony Martin, Don Blackwell and their team of accountants and business advisors.

This bringing together of leading specialist financial advisors (operating as a Corporate Authorised Representative No. 308889 of Matrix Planning Solutions Ltd) enables us to provide an exceptional level of personalised service under one roof for the first time, meaning we offer one of the only one-stop shop financial advisory and accounting services in Adelaide.

“We aim to provide practical and personalised service to produce effective results for businesses and individuals, to enhance and maintain wealth and, ultimately, lifestyle goals.”

Our vision and commitment is clear…

“To be a quality integrated service provider that ensures peace of mind financial solutions for all occasions…that ensures wealth is created and maintained.”

Advantage One – ONE Team, ONE Focus, YOUR Advantage 

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Our Values & Culture

We are ONE – Integrated Financial Services

  • ONE team, ONE client, ONE business
  • You are the ONE > team, clients, stakeholders

The Power of ONE – Who we are and what we stand for:

  1. Integrity – doing what is right and doing what we say we will do.
  2. Respect – embracing team first values which relates to openness, trust, teamwork, diversity and relationships that are mutually beneficial.
  3. Simplicity and service culture delivery – focusing our efforts on the things that matter most. As in sport and in business ‘One team, One client, One business’ to deliver a tailored solution and be Your service Advantage’.
  4. Accountability and performance – defining and accepting responsibility and delivering on our commitments ; achieving superior results for our clients and stakeholders by stretching our capabilities.
  5. Sustainability and Community – be environmentally minded and be actively involved in supporting community causes with a long term view and encourage work/life balance. Be integrated. Be valued. Be One.
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A New Game Plan: ‘The First Serve’

One of the major success factors for elite sports people is coaching. In fact, the relationship – not just the skill – that develops between a top player and coach will often determine the overall success of the individual.

At Advantage One, we have drawn from the model of sports coaching in sports to develop our own unique business model. We are a team of professional people, experienced and dedicated to the business of accounting, taxation and financial planning.

And whilst that marriage of skills is not unique, the way we work with our clients is.

We first identify the type of relationship our clients want: what are their life goals, what are their expectations, what are their needs? Then we work in harmony with you on Wealth Creation or Wealth Preservation/Capital Growth, or both.

We are committed to the provision of Strategic Financial Coaching to ensure both wealth and lifestyle goals are achieved.

As well we are privately owned and proud of it.

As such, we are client-focused, objective, open-minded and autonomous in the delivery of tailored, quality financial solutions and advice.

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Your ‘Advantage’

ONE Business
• Two different advisory arms: Accounting and Financial perspective
• Strategic financial coach approach; Business advice; How business mirrors sport.
• Wealth Creation; Wealth Preservation; Capital Growth
• We are your Strategic Financial Coach

ONE Stop Shop
• Convenience
• Intuitive; tailored for client needs; bespoke

ONE Team
• Full support and service to ensure success
• Large firm service range with boutique firm culture
• Team approach ensures 24/7 service accessibility

Industry Knowledge & Experience
• Service professionals; qualified specialist in field of expertise
• Agreed proven process
• Only recruit right credentialed specialists
• Drawn from over 5,000 projects
• Only use quality industry accredited research firms; and we are also privately owned
• Use Matrix Planning Solutions Ltd as it’s dealer

Technology Platforms
• Both Financial Planning and BAS utilise the latest proven cloud technology to assist in unique analysis of data
• Convenient and  easy analysis tools
• Flexible; unlimited scale as your needs grow
• Value; wide service streams at reasonable and flexible prices

We will be successful as ONE business when:

  1. Our team start each day with a sense of purpose and end each day with a sense of accomplishment.
  2. Our communities, clients and suppliers value their relationships with us.
  3. Our services and strengths are best practice and sustainably developed.
  4. Our clients regularly refer our services to others.
  5. Our operational discipline and strength enables our future growth.
  6. Our stakeholders receive a valuable/superior return.

Advantage One – ONE Team, ONE Focus, YOUR Advantage

 

I have been an Advantage One advocate and client for more than 15 years. They are always personable and responsive and not only assist us in reducing our tax obligations, they get in behind the numbers and help us understand how our business can improve and be more profitable. In short, they look after us like family.

David Sharpe

Owner Manager, Sharpe – ERS

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