Who we are
About John Preston
John brings over 20 years of small business experience to the team. He earned his Bachelor of Business in 1999 and his Diploma of Financial Planning in 2015. His specialty is making life easier for small to medium-sized business owners, helping them maximise wealth creation, profitability and protect their assets for the future.
He focuses on the big picture, and his role is to help business owners realise their goals and provide them with the tools they need to reach them at a cost that makes sense for the average business owner.
In his free time, you can find John spending time with his family, enjoying watching his kids play sports, and slow cooking meat.
About Carlos Acosta
Carlos brings 14 years of experience helping small and medium-sized businesses achieve their financial goals and plan for growth in the future.
He received his Bachelor of Economics with Honours and Master of Applied Taxation from the University of New South Wales and is also a qualified Chartered Accountant.
From retail to professional services, production development, and more, Carlos has experience in these industries and has a long track record of success.
Whenever he’s not helping businesses manage and protect their assets, Carlos enjoys spending time with his wife Angela and children Martin and Matias.