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About Us

Dianna Jacobsen comes from a background of wheat/sheep farming in the southern Riverina and now lives with her husband and two sons on their property in beautiful North-East Victoria.

 

After finishing school, she commenced accounting in 1989 and later became a partner in a small public accounting practice. In 2005 she left mainstream tax and accounting to meet the growing, unmet need for pro-active, holistic business advice and strategic planning in the face of the overwhelming compliance deadlines and demands that small business owners are constantly challenged by.  

 

Dianna works with individuals, families and businesses, in all aspects of lifestyle planning. This includes business development, financial planning, accounting and taxation, administration, compliance, time management, life balance, goal-setting, and personal empowerment, as well as business dissolution. She offers a personalised, customised approach to each situation, often working in conjunction with the client?s other business advisers to develop a streamlined, integrated, and workable strategy.

 

Our Vision

 

To consistently provide high quality Business Strategic Planning to a strong target of pro-active clients, returning balance to their lives and providing them with time and financial freedom to reach their goals. We create lives of freedom and success!

 

Our Philosophy

  • To provide professional and result-oriented business coaching, providing noticeable results to our clients immediately;
  • To be a pro-active and innovative business adviser focused on creating long lasting relationships with clients;
  • We have extensive experience in a broad range of business services;
  • To quickly increase cashflow, time and ease for our clients;
  • That contemporary businesses need an ongoing business mentor in order to succeed in this economic climate;
  • That we need to be active in understanding each client?s individual needs and provide advice that is both technically sound and success driven to achieve those specific goals;
  • We guarantee our clients the highest level of confidentiality and integrity in relation to their financial, business and personal affairs;
  • With the laws around tax and finance constantly changing, we continually undertake extensive professional development to keep our skills at the forefront of current standards;
  • To at all times provide friendly, courteous and personal service with enthusiasm.

Our Values

 

Integrity

 

I value the quality of integrity as being honest and having strong moral principals. I commit to holding myself to a high standard of integrity in all aspects of my life. My team and my clients should also always act with, and expect, the utmost integrity.

  

Gratitude

 

I am enormously grateful for the skills I have developed and for the opportunity to share these with others and thereby enhance the quality of other lives. I am very grateful to be living the life of my dreams, undertaking ?work? that I enjoy immensely, and helping people who are friendly, accountable, and appreciative.

 

Knowledge

 

I value ongoing learning, and passing on knowledge to my clients, and sharing with them ways to improve the efficiency and productivity of their business. I value empowering them to gain results and find freedom in their lives.

 

Health

 

I value my health, and the health of my team, my clients, and my family. The balance of good health should include physical, mental and emotional well-being, and an impactful

aspect of this is financial wellness and stability.

 

Family

 

I value family and cherish the bonds of a family unit and personal relationships. I respect the need for freedom and balance between work and personal life. I understand the importance of compassion and a sense of fun and zest for life, personally and professionally.

 

Trust

 

I trust my clients to give me the right information and to value my recommendations and take responsibility for their part in fulfilling the actions. I trust they will pay me for my expertise and care. I trust my colleagues and team members to always do the right thing.