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Reflecting a constantly evolving commercial world we don’t put boundaries around where we find the most dynamic suites of skills.

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Nathan McGrath
Advisor & Guide in Chief

Nathan illuminates your financial journey in a way few others can. He is intensely focussed on you - the person behind the numbers, and links each and every transaction to your bigger story. As a father of four he really understands life’s pressures. He is a rare breed in an industry of sameness.

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Karelle Austria-de Guzman
Associate Navigator

Karelle (CPA) distinguished herself among her three sisters choosing accounting rather than medicine as a career path. Karelle is renown for uncovering insights that exist beyond the numbers in activity statements, tax planning, three-way forecasts, financial statement and quarterly management reports.

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Kristine Borita
Associate Navigator

A CPA who demonstrates deep strategic thought. Kristine makes short work of complex tax compliance and relishes opportunities to enhance profitability for clients.

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John Ebina
Client Relationship Guide

OTS administrative-assistant gun. John is proactive, client centred, focussed and dedicated to client success over the long term.

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Fiona Duncan
Client Relationship Guide

Fiona's journey includes a love of creative writing, live music and sunny days. Her appreciation for clients all began with a degree in Social Anthropology. After years delivering that unique knowledge we are lucky to have her in the client-support team drawing on her arts and heritage qualifications to develop deeper client insights. 

Reach us anytime

03 6108 9168 or message us using the form below.

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