Our Unique 3 Circle Strategy

Tax will always be there. Life won’t. We know how you spend time is as vital as how you save money. Our passion is helping customers ditch the stress that often comes with running a business and enjoy what life is really about. They have more precious time and money to do the things they’ve always dreamed of—sending the kids to uni, travelling the world—all while their business consistently achieves success thanks to our strategic systems.

We’re all about numbers, but our clients are not one of them.

About Us

Our firm began in 2004 with a focus on compliance related services. As the business evolved, we introduced wealth creation and business advisory services. Today, PTP combines the creative, highly effective skills of the business advisory team with the proven accountability and accuracy of our compliance experts to create dreams worth fighting for. We truly believe this powerful combination sets us apart from our competitors.

Our mission is ‘Creating Dreams Worth Fighting For’—and it’s with this in mind that our 35 staff come to the office every day, ready to brainstorm and fight to make it a reality for our clients. Our core values of Integrity, Passion & Excellence are not just on our website for show. They embody who we are as a company and inform every decision made, every day.

Our Partners

“True leaders don’t create followers – They create more leaders.” – Tom Peters

Brian Thomson CPA

Partner, CEO

LinkedIn

Lou Perta CPA

Partner

LinkedIn

Geoff Everist

Partner

LinkedIn

Chris Norman CPA

Partner

LinkedIn

Max Basile CPA

Partner

LinkedIn

Joe Seccull CPA

Partner

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Our Locations

There is no cost for your first session with us. Let’s meet for a coffee or catch up over Zoom to discuss how we can work together.

Each of our 4 offices features a talented team awaiting your call.