Our Values & Culture
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.
• 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
• Intuitive; tailored for client needs; bespoke
• 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
• 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:
- Our team start each day with a sense of purpose and end each day with a sense of accomplishment.
- Our communities, clients and suppliers value their relationships with us.
- Our services and strengths are best practice and sustainably developed.
- Our clients regularly refer our services to others.
- Our operational discipline and strength enables our future growth.
- 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