A Hetherington family business since 1963, the “Holiday Hub” provides camping, caravan and cabin accommodation to families at Pambula Beach in NSW. In August 2005, Garry Hetherington and his wife Narelle came to Fordham for succession planning advice, eventually resulting in the successful sale of the resort.
“We came to determine our exit strategy from the business and to better understand the tax, risk, superannuation and estate planning issues and opportunities that are encountered when selling your business. From the planning process, we were able to walk away with a clear and considered strategy that would realise our ambition to convert our business into personal wealth.
Fordham were able to assist us in every step of the sale of business process, which can at times be both complex and stressful. They understood that we still had a business to run and were always responsive to our needs, assisting in the process and using their expertise and experience to our advantage.”
Alicia joined Fordham in 2004 as a graduate. From 2008 to 2010 she worked in London as a financial accountant and forensic accountant. Alicia then returned to Fordham, applying her breadth of knowledge and experience to progress to Associate Partner.
Alicia provides support and advice for business owners across various stages of the business life cycle as well as for her clients’ personal wealth and passive investment structures – the Wealth Journey®. Alicia has particular expertise with business and owner planning, restructuring and estate planning.
Alicia enjoys building long standing relationships with her clients and their families. She provides tailored strategies and advice to suit their personal objectives and circumstances.
Alicia is keen to continuously improve her own skills as well as that of others within the firm. She supports our in-house knowledge development groups in business, tax, wealth, superannuation and estate planning.
Honest, reliable, friendly and constructive, Alicia’s clients and team alike have come to appreciate and trust her on both a professional and personal level.
Industry specialisation: Manufacturing, Retail, Property & Construction, Native Title