Engagement process

Our accountants and advisors work closely with our clients across a proven and transparent process:

  • Initial appointment

    First, let’s chat. Tribel Accountant’s leadership, Peter Scolari and Phil Comerford, are available for a free appointment to discuss your specific needs and requirements. Our initial consultation will determine which services and solutions you can utilise to address your immediate needs and considerations for the longer term. In-person or via teleconference, this is our chance to get to know you.

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    Our proposal to you

    Once we have determined your needs, we will provide you with a comprehensive and detailed proposal. Our approach will include fixed-price options for discussion to ensure we can service all your taxation and advisory requirements. We also have a range of flexible payment options to suit your circumstances or business, including a 10% discount for prepayment.
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    Making it happen

    Once you decide to proceed with the proposal and the signing is complete, there is no time to waste. Once signed and returned, we will proactively schedule work to get underway.

  • Keeping in regular contact

    We meet with many of our clients annually, quarterly or monthly to measure progress, ensure we’re on track, and provide recommendations on adjustments where needed. We’re here to help and go on the journey with you.

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions