Financial and Professional Service Providers

We handle the legals, so you can focus on what you do best.
Commercially-sensible and practical legal solutions, for fixed fees.
Queensland Law Society Logo
Digital Law Association Logo
Queensland Law Society Logo
Digital Law Association Logo

Our team has over 45 years of collective legal and business experience.

We adopt a commercially-savvy, practical approach to identifying and managing risk, so you can service your clients without unnecessary legal hassle.

We offer fixed-fee services, so you know what it will cost before you begin.

We service professional services businesses at all stages of the business lifecycle. Our services include:

Business Setup:

  • Company Incorporations
  • Family Trust and Unit Trust Setups
  • Shareholders' Agreements and Unitholders’ Agreements
  • Negotiating Lease Agreements
  • Insurance Reviews

Client Engagement:

  • Client Service Agreements
  • Terms and Conditions
  • Client Onboarding Automation Advice
  • Service Delivery Automation Advice

Human Resources:

  • Employment Agreements
  • Contractor Agreements
  • Referral Agreements
  • Profit Share Agreements
  • Commission Agreements
  • Employee Share Schemes
  • Employee Share Option Schemes

Financial Services Compliance:

  • Australian Financial Services Licence (AFSL) Applications
  • Compliance Audits and Advice
  • Compliance Document Drafting


Data Privacy and Security:

  • Privacy Compliance Audits and Advice
  • Data Handling Advice
  • Privacy Policies

Business and Asset Sales and Purchases:

  • Heads of Agreement
  • Business Sale Contracts
  • Share Sale Agreements
  • Lease Assignments and Transfers
  • Licence Transfers
  • Client File Transfer Consents
  • Business Handovers

Testimonials

Hear from our satisfied clients

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Frequently Asked Questions

What types of businesses do you service?

We service businesses small and large within financial and professional services, including law firms, accounting firms, financial planning firms, and finance brokers.

How do you charge for your services?

We generally charge fixed fees. What we charge is highly transparent as we recognise the value of cost certainty for any business. Unlike most lawyers, you won’t incur costs simply speaking to us about your business.

What sets you apart from other lawyers?

Our business lawyers have firsthand business experience, unlike most commercial lawyers. When engaging with us, you’ll only deal with senior lawyers and not juniors or paralegals. We are also experts in various niche areas so our lawyers will not have to reinvent the wheel.

What areas do you specialise in?

We are a full-service commercial and corporate law firm. We specialise in providing commercial legal services to other professional and financial services firms.

Why do I need a lawyer?

Our lawyers are highly experienced practitioners with real experience launching, running, scaling and selling businesses. Our core value is providing insights from our experience and identifying and addressing legal risks that we have dealt with many times before.

What is the process of engaging you?

The first step is to have an initial free consultation with one of our senior lawyers. We will then prepare a scope of work and a fee proposal for your consideration. If it is acceptable to you, we will send you engagement documents for digital signing before we commence work on your matter.

How long has the firm been in practice?

Our firm was established in 2017. Collectively, our lawyers have over 40 years of experience in law and business.

What is the initial consultation fee?

We offer free initial consultations for all clients.

Who will be handling my matter?

One of our senior lawyers will be your primary contact person. There may be other lawyers involved, depending on the size and complexity of your matter.

How can I get started with your firm?

Reach out to us to book in a free initial consultation, and one of our senior lawyers will guide you through the process of engaging our firm.

What geographical areas do you serve?

We service clients Australia-wide and overseas.

How does your firm ensure confidentiality?

By law, all communications between you and our firm are protected by legal professional privilege, whether or not you formally engage us to act on your behalf. We are legally bound to maintain full confidentiality of all things you discuss with us.

Can I see testimonials or case studies from past clients?

Depending on what type of client you are, or what industry you operate in, our Client and Industry pages may contain case studies and examples of the successes we have assisted our clients to achieve.

Set up, grow, scale or sell your business with specialist legal guidance.

Book a free consultation with us and let’s talk about how we can help your business mitigate risk and succeed and stay competitive in the market.