SJM Private Wealth Pty Ltd

SJM Private Wealth is division of SJM Advisors, a Brisbane based Advisory, Accounting and Wealth Creation firm focused on providing business services and guidance to small and medium sized businesses (SMBs) and individuals. We enjoy a close working relationship with all of our clients, many of whom have been with us more than twenty years. We do not advertise our services – our clients do that for us by referring their friends and families. We are a proactive and innovative accounting firm with a small team of professionals that offer a blend of knowledge, experience and innovation. Our success is based on a very close working relationship with our clients – a relationship that we believe enables us to advise you better than other firms many times our size. This is because we have invested the time to really get to know you and understand your needs so we can assist you to achieve your goals for the lowest cost. The firm relies on four factors: (a) Technical Excellence (b) Care and Consideration (c) Personal Attention (d) Value for Money We provide our clients with a broad range of services, coaching and referrals to other professionals to meet your personal and business needs. This, coupled with our focus on building close professional relationships with our clients, means we have an in-depth knowledge of your business and can offer timely advice. We pride ourselves on our high quality, personal services while passing onto our clients the benefits of our relatively small size and lower overheads. We believe that our size, together with the fact that we do not hesitate to draw upon outside expertise, makes us a formidable force in the professional marketplace. We are primarily a referral only practice. We usually accept clients from referrals from existing clients or business associates. We use the initial interview with prospective clients to get to know you and to get a good understanding of your business, tax and financial advisory requirements. We do not accept all prospective clients because we believe that the fit between us and our clients (both personality and accounting requirements) needs to be right to ensure a long term and mutually beneficial relationship. The previous name for the practice was S J McDonald & Associates until a modernisation of the name in 2016. The practice is still owned and operated by the same team.

Address: 5 Lamaur Street, Warner, Brisbane, Queensland, Australia 4500

Phone: +61 7 3264 7262
FAX: