“We were with a big accounting firm but then our bank introduced us to Fordham.
We needed help to untangle our succession plan, which had become overcomplicated, and had been unresolved for quite a few years.
They were talented and very persistent. With their help, we sorted through the issues, and were both thankful and impressed.
The business remains in the family, and their approach and effort gave us the confidence to switch all of our accountancy and taxation work to them. With over 4,000 customers, 24,000 products, 6 locations and 100 staff, we needed a long term partner who took the time to really understand our ethos and business.
Looking back, talking to Fordham has turned out to be a great decision. With their help, we’re continuing to remain an integral part of the lock and security products industry in Australia.”
Peter has an uncanny eye for the true meaning behind financial accounts – an essential skill for business owners contemplating major business moves. He matches this skill with significant experience in mergers, acquisitions, divestments and capital raisings as well as all facets of the Fordham Wealth Journey.
Peter also enjoys coaching and mentoring his clients – working with them collaboratively to solve business problems and helping them with taxation, business planning, succession planning, asset protection, estate planning, business performance planning, corporate governance, directorships, asset protection and wealth planning assignments.
His diligent and questioning approach, combined with his empathy and strong communication skills, leave clients knowing he is on their side.
Industry specialisation: Private Businesses & their owners