How we work

Clear scope.
Direct access.

Understand how we work, what to expect and how to get started.

The principal in a meeting with a client and another adviser around a boardroom table
An adviser taking notes across the table from a client at a first meeting

How an engagement works

What working together looks like.

Our engagements generally follow four steps, tailored to the work you need.

See the six areas of expertise
  1. An initial conversation

    A confidential discussion with Pramesh about your situation and what you want to achieve. No obligation.

  2. A review of your structure

    We look at the entities, documents and returns involved, and identify the questions that matter.

  3. Written scope

    You receive a clear scope before the substantive work begins.

  4. Implementation and review

    We work with your lawyer and other advisers to put the advice in place, and review it as things change.

Clear scope
We agree on the work, responsibilities and expected timing before we begin. If your needs change, we discuss any changes to scope and fees with you first.
Direct access
You have direct access to the principal leading your work, with advice grounded in a detailed understanding of your affairs.

Common questions

Before we speak.

If you have another question, get in touch. We’ll help you understand whether NGA is the right fit.

Do you only work with large or complex groups?

No. Many clients come to us with a single company and a family trust. What they share is a decision that affects both the business and the family.

Can you work alongside my current accountant or lawyer?

We focus on tax, accounting and business advice. Where you need legal or investment advice, we work alongside the relevant specialists to keep the advice coordinated.

Yes. We can provide advice on a specific issue while your existing accountant continues their work. We also coordinate with your lawyer, investment adviser and other specialists where needed.

What should I bring to a first conversation?

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Do you also prepare tax returns and annual compliance?

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Is the information on this page advice?

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Start a conversation

Start with a confidential conversation.

Tell us a little about your circumstances and what you would like to discuss. We’ll arrange an introductory conversation with Pramesh to understand your needs and explain how we may be able to help.

If you already have an accountant

You’re welcome to contact us for advice on a specific issue or to discuss moving to NGA Private. We can work alongside your existing adviser or coordinate a handover if you decide to move.