Business Accounting
A home for all your financial planning business.
Financial planners spend their days managing other people’s money. We make sure the accounting behind your own business is just as well looked after, with the compliance, tax planning, and reporting that keeps your practice running smoothly.
Led by Sam Draper
You advise your clients on their life plan. We do the same for yours.
Precision
Financial planners work with numbers every day and expect the same standard from their accountant. We prepare everything accurately, meet every deadline, and leave nothing to chance.
Licensing Awareness
We understand the regulatory environment financial planners operate in and make sure your accounting supports your licensing obligations and ASIC compliance requirements.
Availability
Your clients come first. We stay on top of your accounting obligations so you are never distracted by a compliance issue or unresolved tax question.
No Surprises
We forecast your cash flow, estimate your tax liability in advance, and give you a clear picture of your financial position throughout the year.
What’s included
Accounting services built for financial planning businesses.
The accounting services financial planning businesses rely on to stay compliant, manage their practice, and focus on their clients.
Tax Compliance
We handle every tax obligation for your practice accurately and on time so you can focus on your clients.
BAS and IAS Lodgements
We manage every lodgement completely so they are always submitted correctly and on time without you having to follow up.
Cash Flow Management
We forecast and manage your cash flow so your practice always has the funds it needs to cover costs and invest in growth.
Tax Planning
We build a proactive tax strategy throughout the year so you are capturing every deduction and never hit with a bill you were not expecting.
Financial Reporting
We track your income, profit and loss, and performance through Xero so you always have accurate, current data to guide your decisions.
Business Advice
From pricing your services to reviewing your structure, we offer practical advice that helps your financial planning business grow profitably.
Structures we plan for
Sole traders
Partnerships
Companies
Family trusts
SMSFs
Not sure yours still fits? Business structure review
Industries we know well
Why us
If these problems sound familiar, you're not alone.
The accounting challenges most financial planning businesses face and exactly how we solve them.
Going it alone
Compliance eating into client time
No clear picture of profitability
Overpaying tax
Cash flow unpredictable
Current accountant doesn't get financial planning
With Elephant Advisory
Every lodgement handled, you stay focused
Real-time reporting through Xero
Year-round tax planning
Forecasting built around your income model
Specialists with direct industry experience
“Clean software is not enough. You need clean process, clean data and a that knows how Xero should actually run.”
Your accountants
Qualified, Xero-certified and easy to reach
FAQ
Let's clear a few things up.
No jargon, no runaround - just honest answers.
Yes. We work with financial planners, risk specialists, general insurance firms, and investment advisers and understand the specific compliance and business challenges that come with running a financial planning practice.
We work with financial planners, specialised risk-only advisers, general insurance firms, and specialised investment businesses across Melbourne.
While we do not provide licensing advice directly, we make sure the financial reporting, tax returns, and business structure underlying your practice support your obligations as a licensee.
Revenue in financial planning can be lumpy, particularly for fee-for-service or trail-based businesses. We build cash flow forecasts around your specific income model so you always have visibility over your position.
Yes. We review your structure, identify every legitimate deduction, and build a year-round tax plan tailored to how your practice operates.
Yes. We use Xero with all clients and can set your practice up from scratch or migrate from another platform, with full training included.
Related services
General information only. Talk to your accountant about your circumstances.
Business Accounting
A home for all your financial planning business.
Financial planners spend their days managing other people’s money. We make sure the accounting behind your own business is just as well looked after, with the compliance, tax planning, and reporting that keeps your practice running smoothly.
Led by Sam Draper
You advise your clients on their life plan. We do the same for yours.
Precision
Financial planners work with numbers every day and expect the same standard from their accountant. We prepare everything accurately, meet every deadline, and leave nothing to chance.
Licensing Awareness
We understand the regulatory environment financial planners operate in and make sure your accounting supports your licensing obligations and ASIC compliance requirements.
Availability
Your clients come first. We stay on top of your accounting obligations so you are never distracted by a compliance issue or unresolved tax question.
No Surprises
We forecast your cash flow, estimate your tax liability in advance, and give you a clear picture of your financial position throughout the year.
What’s included
Accounting services built for financial planning businesses.
The accounting services financial planning businesses rely on to stay compliant, manage their practice, and focus on their clients.
Tax Compliance
We handle every tax obligation for your practice accurately and on time so you can focus on your clients.
BAS and IAS Lodgements
We manage every lodgement completely so they are always submitted correctly and on time without you having to follow up.
Cash Flow Management
We forecast and manage your cash flow so your practice always has the funds it needs to cover costs and invest in growth.
Tax Planning
We build a proactive tax strategy throughout the year so you are capturing every deduction and never hit with a bill you were not expecting.
Financial Reporting
We track your income, profit and loss, and performance through Xero so you always have accurate, current data to guide your decisions.
Business Advice
From pricing your services to reviewing your structure, we offer practical advice that helps your financial planning business grow profitably.
Structures we plan for
Sole traders
Partnerships
Companies
Family trusts
SMSFs
Not sure yours still fits? Business structure review
Industries we know well
Why us
If these problems sound familiar, you're not alone.
The accounting challenges most financial planning businesses face and exactly how we solve them.
Going it alone
Compliance eating into client time
No clear picture of profitability
Overpaying tax
Cash flow unpredictable
Current accountant doesn't get financial planning
With Elephant Advisory
Every lodgement handled, you stay focused
Real-time reporting through Xero
Year-round tax planning
Forecasting built around your income model
Specialists with direct industry experience
“Clean software is not enough. You need clean process, clean data and a that knows how Xero should actually run.”
Your accountants
Qualified, Xero-certified and easy to reach
FAQ
Let's clear a few things up.
No jargon, no runaround - just honest answers.
Yes. We work with financial planners, risk specialists, general insurance firms, and investment advisers and understand the specific compliance and business challenges that come with running a financial planning practice.
We work with financial planners, specialised risk-only advisers, general insurance firms, and specialised investment businesses across Melbourne.
While we do not provide licensing advice directly, we make sure the financial reporting, tax returns, and business structure underlying your practice support your obligations as a licensee.
Revenue in financial planning can be lumpy, particularly for fee-for-service or trail-based businesses. We build cash flow forecasts around your specific income model so you always have visibility over your position.
Yes. We review your structure, identify every legitimate deduction, and build a year-round tax plan tailored to how your practice operates.
Yes. We use Xero with all clients and can set your practice up from scratch or migrate from another platform, with full training included.
Related services
General information only. Talk to your accountant about your circumstances.
Business Accounting
A home for all your financial planning business.
Financial planners spend their days managing other people’s money. We make sure the accounting behind your own business is just as well looked after, with the compliance, tax planning, and reporting that keeps your practice running smoothly.
Led by Sam Draper
You advise your clients on their life plan. We do the same for yours.
Precision
Financial planners work with numbers every day and expect the same standard from their accountant. We prepare everything accurately, meet every deadline, and leave nothing to chance.
Licensing Awareness
We understand the regulatory environment financial planners operate in and make sure your accounting supports your licensing obligations and ASIC compliance requirements.
Availability
Your clients come first. We stay on top of your accounting obligations so you are never distracted by a compliance issue or unresolved tax question.
No Surprises
We forecast your cash flow, estimate your tax liability in advance, and give you a clear picture of your financial position throughout the year.
What’s included
Accounting services built for financial planning businesses.
The accounting services financial planning businesses rely on to stay compliant, manage their practice, and focus on their clients.
Tax Compliance
We handle every tax obligation for your practice accurately and on time so you can focus on your clients.
BAS and IAS Lodgements
We manage every lodgement completely so they are always submitted correctly and on time without you having to follow up.
Cash Flow Management
We forecast and manage your cash flow so your practice always has the funds it needs to cover costs and invest in growth.
Tax Planning
We build a proactive tax strategy throughout the year so you are capturing every deduction and never hit with a bill you were not expecting.
Financial Reporting
We track your income, profit and loss, and performance through Xero so you always have accurate, current data to guide your decisions.
Business Advice
From pricing your services to reviewing your structure, we offer practical advice that helps your financial planning business grow profitably.
Structures we plan for
Sole traders
Partnerships
Companies
Family trusts
SMSFs
Not sure yours still fits? Business structure review
Industries we know well
Why us
If these problems sound familiar, you're not alone.
The accounting challenges most financial planning businesses face and exactly how we solve them.
Going it alone
Compliance eating into client time
No clear picture of profitability
Overpaying tax
Cash flow unpredictable
Current accountant doesn't get financial planning
With Elephant Advisory
Every lodgement handled, you stay focused
Real-time reporting through Xero
Year-round tax planning
Forecasting built around your income model
Specialists with direct industry experience
“Clean software is not enough. You need clean process, clean data and a that knows how Xero should actually run.”
Your accountants
Qualified, Xero-certified and easy to reach
FAQ
Let's clear a few things up.
No jargon, no runaround - just honest answers.
Yes. We work with financial planners, risk specialists, general insurance firms, and investment advisers and understand the specific compliance and business challenges that come with running a financial planning practice.
We work with financial planners, specialised risk-only advisers, general insurance firms, and specialised investment businesses across Melbourne.
While we do not provide licensing advice directly, we make sure the financial reporting, tax returns, and business structure underlying your practice support your obligations as a licensee.
Revenue in financial planning can be lumpy, particularly for fee-for-service or trail-based businesses. We build cash flow forecasts around your specific income model so you always have visibility over your position.
Yes. We review your structure, identify every legitimate deduction, and build a year-round tax plan tailored to how your practice operates.
Yes. We use Xero with all clients and can set your practice up from scratch or migrate from another platform, with full training included.
Related services
General information only. Talk to your accountant about your circumstances.
Phone
OFFICE HOURS
Mon to Fri: 8.30am - 6.00pm
By appointment only.
Elephant Financial Pty Ltd (ABN 38 611 576 240) trading as Elephant Advisory is an authorised credit representative (ACR 487962) of Yellow Brick Road Aggregation Pty Ltd (formerly Vow Financial Pty Ltd) (ABN 66 138 789 161), Australian Credit Licence 390261.
Phone
OFFICE HOURS
Mon to Fri: 8.30am - 6.00pm
By appointment only.
Elephant Financial Pty Ltd (ABN 38 611 576 240) trading as Elephant Advisory is an authorised credit representative (ACR 487962) of Yellow Brick Road Aggregation Pty Ltd (formerly Vow Financial Pty Ltd) (ABN 66 138 789 161), Australian Credit Licence 390261.
Phone
OFFICE HOURS
Mon to Fri: 8.30am - 6.00pm
By appointment only.
Elephant Financial Pty Ltd (ABN 38 611 576 240) trading as Elephant Advisory is an authorised credit representative (ACR 487962) of Yellow Brick Road Aggregation Pty Ltd (formerly Vow Financial Pty Ltd) (ABN 66 138 789 161), Australian Credit Licence 390261.