Business, tax & wealth protection strategists.

Clarifying
the complex.

At Kumulate, we take the guesswork out of business, tax, and wealth protection strategies—to help guide your path towards financial freedom.

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Solutions

Clarity for every stage of your life.

When it comes to your financial wellbeing, it pays to speak to an adviser who cares. That’s why at Kumulate we dispense straightforward advice—not convoluted financial jargon—to formulate a range of structures and strategies that minimise tax and protect your wealth.

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Business Advisory and Strategy

Kumulate delivers a range of tailored business advisory and strategy coaching Solutions designed to ensure your business stands out in a crowded marketplace.

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Tax and Accounting Solutions

Have you ever felt like just a number? Kumulate takes a different approach. Our tax and accounting Solutions are tailored to benefit you—not our bottom line.

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Wealth Protection and Growth

Building wealth is one thing—preserving it is another. Our purpose-built structures and strategies help secure financial futures for generations.

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More than numbers

Illuminating your path towards financial freedom.

Our clients are so much more than just a number. We take the time to get to know you, sit down and listen to your needs, and formulate a range of tailored financial strategies designed specifically for your situation. Our core values can be summed up as:

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Clarity First

Kumulate delivers straightforward solutions to a diverse range of financial situations. Our mission is simple: clarifying the complex.

Wealth That Lasts

For generations. We know our clients want to leave a legacy and we formulate financial strategies to help them do exactly that.

Honestly Different

We pride ourselves on our personalised service. That’s because we treat our clients like people—not a number.

Testimonials

“Katreana is an exceptional accountant. In all my dealings with her, I have found Katreana to be professional, intelligent, informative and so patient with me. I have consistently recommended Katreana to all my friends and colleagues – anyone seeking a talented accountant. Thank you Katreana for all your hard work and support.”

“Utilised Katreana’s accountancy services for the first time this year … and so glad that I did! The level of service and expertise that I received was fantastic (plus the fee that she charged was very reasonable too) – will definitely be going back next year!”

“Efficient and knowledgable. Katreana deals with all our businesses and properties, and makes it stress free.”

“Katreana has been tremendously helpful in getting my financial life sorted. She is keen to answer as many questions as I can throw at her and is supportive in helping me grow my business. I am confident that anyone looking for honest, ethical, friendly and professional financial services can find it here with Katreana and her team. Highly recommend!”

“Katreana is a highly experienced professional. She has assisted me in finding solutions to complex problems and in achieving my goals.”

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— Adam Thorogood,
Marketing Manager,
UOW College Australia

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— Nicole Miljevic

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— Carol Carroll
Owner, Century 21,
Nowra

Image of New South Wales Country side

— Will Camacho

Highway stretching along the New South Wales coast line.

— Sonja Hewison

Solutions that cut through complexity.

Whether you’re in need of personal tax advice, a range of business strategies, or wealth protection that lasts for generations, we’re here to help you move forward with certainty.

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