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We seek to develop relationships of an enduring quality and value with every one of our clients and their families.

About Us

About Us

Who We Are

CPDM Partners is a boutique business service and financial advisory firm specialising in servicing small-to-medium enterprise and family offices. The firm was founded with the goal of assisting our clients in every aspect of financial management and wealth building.

Our Philosophy

Our philosophy aims to develop long-term relationships of enduring quality and value with every one of our clients and their families to allow them to live a full and purposeful life.

These relationships are based on mutual trust, garnered through a deep understanding of each client’s values, goals and constantly changing circumstances. This, in turn, enables us to formulate highly personalised strategies that continually optimise outcomes for our clients.

We place our client’s interests at the heart of everything we do, always applying our core values of trust, integrity, and transparency. We view our clients’ trust as our most valuable asset; continuity of staff and their long standing client relationships both reflect and are a key part of maintaining this.

What We Offer

Tax and Accounting

Our tax and accounting services are designed to help you stay on top of your financial obligations and tax compliance. We use the latest technology and best practices to streamline your accounting processes and save you time and money.

Planning and Structuring

Where we think we’ll be able to add value, we meet with clients to review their forecast tax position pre 30 June, to ensure that they optimise their tax outcome in a sensible manner.

What We Offer

Financial Reporting

Our financial and management reporting services are designed to help you make informed business decisions and stay on top of your financial performance. We provide timely and accurate financial statements and reports that give you a clear view of your business's financial health.

Business Advisory

We help you identify opportunities for growth and develop strategies to achieve your goals. We provide expert guidance and support to help you navigate the complex challenges of running a successful business.

How We Deliver

Expertise You Can Trust

Unlike some in the industry, we don't just stop at helping clients file their taxes; rather, our people and expertise are our value-add, we always go above and beyond. Our clients each typically have a number of individual tax entities (for example: personal, corporate, discretionary and/or unit trust, superfund, often with different risk profiles across the same account. We are used to dealing with such complexity.

Personalized Attention

Our client base to date has been built on the back of referrals from our existing clients. We have very little dedicated to marketing our services and instead prefer to align our resources to instead focus on and service our existing client base effectively. Our advisers share a passion for delivering the highest level of professional service and demonstrating the values of CPDM Partners.

Innovative Solutions

We use the latest technology and best practices to deliver innovative solutions that help our clients stay ahead of the curve. Our team is committed to staying up-to-date on the latest industry trends and leveraging the latest tools and technologies to deliver the best possible results.

Why Us

Contact Us

Email us:

Find us:

Level 1, 44 Martin Place, Sydney NSW 2000

PO Box 111, Chatswood NSW 2067

Thank You for Contacting Us, we will get back to you within 24 hours.

Contact Us
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