Our Approach.

It’s about you and achieving your objectives. It might sound cliché, but it’s true. Whilst we always look after your tax and accounting needs, our approach is to guide you to become Financially Well Organised.

As Chartered Accountants, we find ourselves in a unique position with our clients. We are the guardians of their strategy to achieve their goals and objectives. Our clients are great at what they do for their clients, but they usually don’t pay enough attention to achieving their own outcomes. That’s why we developed an approach centered around clients’ achieving their objectives. We call it Financially Well Organised.

When you’re Financially Well Organised:

  • You’ll have a clear understanding of what you are wanting to achieve from both a business and personal perspective
  • You’ll have a strong foundation in place supporting your Financially Well Organised goals focusing on your plans: estate, risk, asset protection, tax, debt
  • You’ll then be working on defined action to achieve your objectives driving wealth through business strategy, retirement planning, superannuation and investment

We also understand the responsibility that this brings, and so we make it easy for you to work with us:

  • Our fees are always fixed
  • You can meet with us, call us or email us, knowing that you will never be charged
  • When we do your work, we deliver it to you and run through it, face-to-face

This is how we build enduring relationships with our clients, over a long period of time.

Fixed fees.

No matter what we do for you, our fees are always fixed and agreed with you in advance. Our promise is that if we don’t talk about fees with you at the start of an assignment, you will never receive an additional fee for anything we do. Whether it’s for your Annual Accounting Package, or your Grow Your Law Firm strategy, or a one-off assignment: no fixed fee agreement, no fees. Our annual Accounting Package and Grow Your Law firm fees are paid monthly, over 12 months, helping you to plan your cash flow.

Unlimited meetings, phone calls and emails.

We want you to contact us as your first port of call to help you. You can contact us as often as you like, about anything, knowing that you will never be charged for doing so. That’s our guarantee.

We meet with you face-to-face.

You will never receive any advice or your annual financial statements and tax returns without a face-to-face meeting, no matter where you are. As a minimum, each year we’ll catch up and check-in on your Financially Well Organised strategy, and if changes are needed, we work out the actions and implement them.

Matt Schlyder

Matt is the Founding Director of FWO Chartered Accountants and the creator of our Financially Well Organised philosophy. Specialising in working with professional service firm clients, including legal firms for over 25 years, Matt has a unique understanding of the needs of professionals and the fact that they are time poor. This has lead Matt to develop an approach that is personal, targeted towards achieving outcomes, and contextual in terms of your Financially Well Organised strategy.

Connect with Matt to find out more.