Business, tax & wealth protection strategists.
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Clarity in every
financial decision.

Expert solutions that drive you forward.

Kumulate’s business advisory, tax and accounting, and wealth protection services are tailor-made for your specific financial needs. Whatever they may be.

Solutions

Smart financial moves for a stronger future.

It’s hard to run a business without the right advice. From tax strategies to regulatory compliance and how to manage your cash flow—right down to how to get the most out of your accounting software—we tailor our business advice to your specific needs.

Enquire Now
  • Advice: Business, tax, and wealth protection
  • Software
  • Coaching

The right decisions today create tomorrow’s success. We help businesses and individuals navigate financial complexities with strategies that drive growth and efficiency.

Get in Touch

Smart financial moves for a stronger future.

It’s hard to run a business without the right advice. From tax strategies to regulatory compliance and how to manage your cash flow—right down to how to get the most out of your accounting software—we tailor our business advice to your specific needs.

Enquire Now
  • Advice: Business, tax, and wealth protection
  • Software
  • Coaching

Optimised tax strategies that work for you.

From lodging tax returns and Business Activity Statements, to providing bookkeeping Solutions and accurate record-keeping, our meticulous approach to tax and accounting ensures we account for every last dollar.

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  • Accounting & Tax
  • BAS (Business Activity Statements)
  • Bookkeeping
  • Capital Gains

Building and securing wealth that lasts.

Our wealth protection and financial growth strategies include a range of risk management, investment planning, and tax-efficiency structures designed to build your wealth—and protect it. For generations.

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  • Advanced Estate Planning Strategies
  • SMSF (Self Managed Super Funds)
  • Trusts
  • Investments
  • Crypto
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

Outlining your pathway.

Don’t put off until tomorrow what you can start today.

Get in touch to find out how Kumulate can help put you on the path towards financial freedom. Because the longer you wait, the more opportunities will pass you by.

Get Clarity