Business services teams
The business services teams at Fordham take total responsibility for their clients
From within each team, they have the skill, experience and knowledge to manage the accounting and specialist taxation requirements of every client. They have the resources to help their clients build strategies to improve their business performance and value. They drive a risk mitigation focussed approach to building client wealth outside their business, help them deal with issues such as succession, retirement and estate planning.
From outside their team, they have the resources to manage client investments and portfolios. They also have strong relationships with the most competent specialist advisors in Melbourne, as required.
Through structure, focus and training, each team values every client relationship and works hard to help them achieve their goals.