Advisers Who Understand Your Journey

For over 20 years, we’ve been helping Brisbane business owners and individuals navigate every stage of their financial journey with strategic advice that transformed their challenges into opportunities.

How We're Different To Traditional Accountants

Most accounting firms focus on compliance – preparing tax returns, lodging BAS, and keeping you out of trouble with the ATO. That’s important, but it’s reactive. It looks backward at what’s already happened.

At Financial Strategies Group, our focus in on your future. We develop strategies that address your specific business issues and personal financial challenges. We help you make better decisions, seize opportunities, protect what you’ve built, and improve your lifestyle with a customised roadmap for the next 1, 3 and 5 years.

Yes, we handle compliance, it’s important. But that’s just the baseline. Our real value comes from the strategic advice we provide—helping you grow profitably, minimize tax legally, prepare for exit, protect your assets, and build the life you’ve always wanted.

Our Story

Financial Strategies Group was founded over 20 years ago with a simple but powerful vision: business owners and individuals deserve advisers who understand their challenges and provide strategies—not just services. We’ve grown from a small startup to a trusted team of dedicated professionals, but we’ve never lost sight of what matters most: helping our clients build better businesses and better lives.

Based in Brisbane, Queensland, we’ve had the privilege of guiding hundreds of clients all over Australia through every stage of their journey – from starting their first business to successfully exiting for retirement, and everything in between. We’ve seen the good times and the challenging times, and we’ve developed strategies that work in real-world conditions, not just on paper.

Our Philosophy: Strategies Over Services

We believe that what clients truly want isn’t a list of services—it’s solutions to their specific problems. That’s why we organize our practice around strategies that address real issues:

The Traditional Approach

Traditional firms offer services:

These are important, but they don’t solve problems or create opportunities.

Our Strategic Approach

We offer strategies that address issues:

These strategies transform your business and improve your lifestyle.

Our Core Values

Client-Centered

You are the hero of your story, not us. We exist to serve your goals, solve your problems, and help you succeed. Every recommendation we make is filtered through the lens of “Is this in the client’s best interest?”

Strategic Focus

We don’t just process transactions – we develop strategies. We think long-term, consider multiple scenarios, and help you make decisions that position you for success 1, 3, and 5 years from now.

Proactive Partnership

We don’t wait for you to come to us with problems. We reach out quarterly, identify opportunities, flag potential issues before they become crises, and guide you through every stage of your journey.

Complete administration and compliance:

Integrity & Trust

We only recommend strategies that are legal, ethical, and in your best interest. We’re transparent about what we can and can’t do, and we always tell you the truth – even when it’s not what you want to hear.

Results-Oriented

We measure our success by your success. Did we improve your cash flow? Reduce your tax? Increase your business value? Help you exit successfully? Those are the metrics that matter.

Lifelong Learning

Tax laws change. Business conditions evolve. Strategies that worked yesterday may not work tomorrow. We invest heavily in continuing education to ensure we’re always providing cutting-edge advice.

Meet Our Team

Our team of dedicated professionals brings together decades of combined experience in accounting, tax strategy, business advisory, and financial planning. We’re not just accountants—we’re strategic partners committed to your success.

Paul Young

Business Growth Adviser

Matt Young

Director, Senior Accountant & Tax Agent

Kate Quiles

Team Leader

Wendy Spry

Client Services

Jiten Kamani

Accountant

Thomas Barrett

Accountant

Tracy Manalang

Senior SMSF Accountant

Abigael Miranda

Senior Accountant

Arnaldo 'Roy' Dela Cruz

Senior Accountant

Erwin Malang

Accountant

Grace Aquino

Client Administration & Systems

Why Businesses Choose Us

Experience That Matters

We’ve been serving Queensland businesses and individuals for over 20 years. We understand the local market, the challenges you face, and the opportunities available to you.

Comprehensive Expertise

From start-ups to established businesses to exit planning, from tax minimization to wealth protection—we have deep expertise across every stage of the business and personal financial lifecycle.

Real Results

We’ve helped hundreds of clients achieve measurable results—businesses scaled profitably, millions in tax saved legally, successful exits executed, and financial freedom achieved.

Personal Service

As a family business, you’ll never be just a number. You’ll know your adviser by name, get personal attention, and receive strategic advice tailored specifically to your situation.

Ready to Experience Strategic Advice?

Book a Strategy Session and discover how working with advisers who understand your journey can transform your business and life.