Your Local Experts on the Sunshine Coast

Based in the heart of the Sunshine Coast, our team combines local insight with the full strength of HMW Group’s integrated services. From tax and advisory to finance and wealth solutions, we bring the whole group to you—backed by the reach of the Russell Bedford global network. We work closely with individuals and businesses across the region to deliver tailored strategies that drive growth and create lasting value.

What we can do for you…

  • Business Advisory, Accounting and Tax
  • Corporate Finance and Funds Management
  • Debt Advisory
  • Financial Planning and Wealth Management
  • Business Advisory, Accounting and Tax

Business Advisory, Accounting and Tax

  • Accounting compliance and statutory reporting
  • Business performance and management reporting
  • Forecasting and modelling
  • Tax planning and structuring
  • Budgeting and cashflow
  • Business set-up and structuring
  • Strategic business planning
  • Bookkeeping
  • Corporate Finance and Funds Management

Corporate Finance and Funds Management

airplane palm trees on clear blue sky

  • Due diligence and transaction support
  • Valuations
  • Capital structure reviews
  • Financial modelling
  • Deal structuring
  • M&A and divestitures
  • Equity and debt capital raisings
  • Equity capital market strategy advice
  • Credit and financial assessments
  • Leveraged buy-outs
  • Fundraising and capital markets
  • Debt Advisory

Debt Advisory

highway with trees birds view

  • Debt structure modelling and advice
  • Debt / loan placement and raising
  • Loan assessments and proposals
  • Negotiation of loan terms and conditions
  • Commercial loan policy review and advice
  • Independent commercial loan / portfolio reviews
  • Industry sector insights
  • Loan / lead origination and generation
  • Loan impairment stress testing / modelling
  • Financial Planning and Wealth Management

Financial Planning and Wealth Management

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  • Financial planning
  • Wealth creation and protection strategies
  • Retirement planning
  • Investment advice
  • Personal insurance
  • Superannuation advice
  • Self-Managed Superannuation Funds advice
  • Customised estate and succession planning

Our Sunshine Coast Team

Every journey begins with a conversation.

Wondering how we can turn your vision into reality?

Ian Kilner

Associate Partner

Heidi Le Vesconte

Consultant

Every journey begins with a conversation

Wondering how we can turn your vision into reality?
Complete your details and we’ll be in touch as soon as possible.

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