Don has experience working with clients in both boutique and Corporate financial planning businesses. This includes clients with challenging situations and specific needs comprising many degrees of complexity.
As a Director of i2 Wealth, Don is passionate about ensuring that each client achieves their desired outcome(s) and reducing clients stress and concerns. Don has experience with working with accountants, lawyers and trustees to fully appreciate and jointly maximise outcomes for each client’s situation.
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Craig is married to Stacey and they have two boys, Jake and Brodie and loves getting out of the house and being active.
Craig’s experience dealing with clients in both small and large financial planning businesses has given him a well-rounded insight that he brings to helping clients. As a Director of i2 Wealth, Craig recognises that each client has individual and specific needs and by working with clients he is keen to develop a strategy and plan that meets their needs. Craig enjoys providing ongoing advice and education and building long-term relationships.
Craig believes in collaborating with other professional financial service advisers e.g. accountant, lawyer, and families to provide assurance to each client their financial plan is managed successfully.
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Getting to know her clients and developing strong personal relationships is at the centre of Lauren’s approach to her work. Lauren utilises her experience and considerate nature to gain a thorough understanding of her clients, their business and the industry in which they operate.
Lauren has provided tax and business advisory services across a wide range industries throughout her career, including professional services, trucking and transport and the medical profession. Her focus is always to provide the best possible advice that maximises and protects the wealth of her clients through assisting them with matters such as budgeting and cash flow planning, taxation planning and business strategy.
Lauren is a big fan of the English Premier League, namely Manchester City and follows them closely. She also enjoys gardening, travelling, musical theatre and spending time with her family and puppy, Ruby.
Virginia prides herself on forming close relationships with her clients, which enable her to understand their requirements and anticipate potential issues. She enjoys assisting her clients through all stages of their business, from starting out to selling up and everything in-between. Her clients come from a varied industry base, with a particular focus on the medical profession and property ownership.
Throughout her career, Virginia has worked with clients to assist with their compliance requirements, business advisory, estate planning and tax planning. Her strengths lie in her attention to detail, her proactive approach and ability to foresee future challenges.
Virginia is married to Steve and they enjoy travelling as much as they can with their two young children. Their favourite place to visit is Greece where they enjoy relaxing on the beach and drinking frappe (iced coffees).
Attention to detail and a hands on approach are what Kevin prides himself on and has acutely developed across more than 20 years in practice. He collaborates with his clients as a trusted advisor and helps them reach their business and wealth goals. Each and every one of Kevin’s clients benefit from his philosophy to treat all clients with the same level of attention and service, a philosophy he shares with i2 advisory.
Kevin provides core taxation and business advisory services to a large client base across many industries. He has particular expertise in industries such as aged care, building, medical and estates. Kevin finds his role incredibly interesting and rewarding due to the range of people he is able to meet and assist. He loves to be involved in analysing a client’s financial data, and painting a clear picture for that client on how the business is tracking and how to improve it; it is a very powerful tool for the client and a particularly rewarding part of Kevin’s job.
Having worked for small, medium and large accounting firms, Kevin has an individual insight into a number of different business practices and applying this expertise to his clients.
In his spare time Kevin enjoys spending time with his two young daughters as well as fishing, playing soccer and watching cricket, AFL football (Melbourne Demons) and soccer (Manchester United).
For close to twenty years Jonathon has advised privately owned family businesses on accounting, taxation, asset management and superannuation funds.
After growing up on a sheep farm on the Hay Plains in NSW, Jonathon has a passion and empathy for rural and regional businesses. Jonathon prides himself on explaining the complicated and ever-changing tax and accounting maze in simple practical language that clients can understand. Jonathon works closely with clients in agriculture, wine , and manufacturing industries. Many of his clients require multijurisdictional tax and business structure advise. He has recently provided advice to clients located in USA, NZ, and Thailand.
Assisting clients in gaining insight into their position allows for clear decision making and greater results. Jonathon enjoys guiding families through the management of their business and appreciates its significance to clients.
With his detailed knowledge Jonathon leads the Self-managed superannuation funds (SMSF) and specialist tax areas of i2 Advisory.
Jonathon firmly believes in the value of utilising SMSFs in growing and protecting business and family wealth. He has also advised many clients on restructure of their family business and affairs using concessions and rollovers available under the tax act.
A keen cricket fan and a long-suffering fan of the Bombers in AFL, Jonathon spends his weekends chasing his two young children and enjoying the rare quiet moments with his wife, Sarah.
With more than 22 years professional experience in the accounting industry, Craig brings his experience and knowledge to clients to provide a personalised and practical solution to every business and tax issue that is presented. He prides himself on enabling clients to optimise their decisions to ensure a truly positive outcome.
If you have a privately owned business and believe you may benefit from advice regarding business life cycles, starting up the business, selling businesses or even retiring then Craig is expertly positioned to provide you with specialist advice.
Craig’s passion for helping clients manage business performance is evident in his results. With extensive experience in establishing management reporting he is well versed in the unique issues that may face each business. Helping clients solve business issues and tax problems early is an element that Craig finds particularly rewarding about his job.
A career spanning from Inglis Rowe, to mhm, Deloitte and now i2 Advisory with a rapid progression through the ranks is a testament to the service and results Craig brings his clients.
A father of two children with his wife Helen, Craig is also passionate about watching his sport, in particular AFL, NFL and NBA with his family and friends.
The experience Geoff gained running his own successful business is integral to the expert and qualified advice that Geoff now assists clients with. He provides personalized advice to a diverse range of clients in many industry sectors with his intimate insight into business success.
He has a vast knowledge of many sectors and a particular interest in the hospitality and manufacturing industries. He has worked with many clients with overseas business and investments and therefore experienced in cross border taxation issues in particular USA and New Zealand.
The skills and expertise that Geoff can bring to your business are vast. He can consult in regard to every stage in the life of your business with a particular focus on management consulting, valuations, business acquisition and sales, establishing reporting systems, and estate and taxation planning.
Geoff is married to Sallyanne and has 2 adult children. He enjoys water sports in the summer months, cheering on his beloved Australian Football League (AFL) team Port Power in the winter time and cycling all year round.
David provides his clients with personalised advice that focuses on achieving the best possible results in their industry sector. While he has worked most closely with hospitality, professional services, manufacturing, home improvement and senior living industries in recent years, he brings over 35 years’ experience in accounting to any client that seeks his expert advice. David is a Chartered Accountant with an eye for business strategy who utilizes his knowledge to achieve the best results for clients.
A business’ lifecycle involves many situations that may warrant advisory services. David is highly experienced in assisting business owners in their success from start-up stages, restructuring, through to estate and succession planning and everything in-between. He has had extensive experience helping businesses grow in a profitable and sustainable way with a client focused approach. David enjoys working with clients to acquire, improve or sell their businesses; he finds it rewarding to assist clients in achieving their financial and personal goals.
Much of his time is now spent providing business consultancy to a diverse group of enterprises. He specializes in financial modelling including detailed financial forecasting.
David has four adult children and he enjoys spending time with his family, relaxing with friends, cycling, surfing and sailing.
