Client Stories

Brett Telford …particularly impressed by their determination and commitment to finding innovative ways to partner with their clients…

We’ve worked with HTA Advisory since 2008. They provide us with a broad range of services including:

  • Compliance & management accounting
  • Tax & audit accounting
  • Research & grant projects
  • Cloud based accounting software packages such as Xero & also Spotlight
  • Self management super fund establishment & management
  • Company acquisition

Founding, acquiring, running and selling companies over the past decade left little time for focusing on personal goals and finances. Thanks to HTA’s focus on innovation and their experience using industry leading systems and tools, I now have the ability to also focus on my personal financial objective and goals in a simple and effective way.

HTA Advisory set up and trained us on Xero Accounting Software. Their recommendation, oversight and management has seen my group’s productivity increase and costs drop exponentially. It now saves my team “days’ each month.

HTA is a true partner who focuses on people and their outcomes. An innovative, experience and trusted leader, HTA breaks the mould and flips the traditional client/accountant on its head. HTA is an innovator and a leader in its field.

I am particularly impressed by their determination and commitment to finding innovative ways to partner with their clients to help them achieve not only their accounting outcomes, but life outcomes!

I see HTA as a mentor, coach and consultant in helping me achieve the vision for my life and that of my family.

– Brett Telford, Director/CEO Brett Telford

Ewert Leaf We actually see HTA as an extension of our staff as opposed to an external consultant.

We came about using HTA Advisory as we had been dissatisfied with our previous three accountants and were somewhat jaded by the experience.  Tim was recommended to us by a friend and since then we are very happy with what he brings to the table.

We actually see HTA as an extension of our staff as opposed to an external consultant.  All of our business decisions are vetted by HTA prior to us acting upon them. 

Our previous experience was a key in helping us understand what we needed from an accountant which can be summarised as a firm that is reliable, thinks outside the square and has the patience to understand the complexities of our business requirements.  HTA provide us with this comprehensive package. 

Any service industry would benefit from HTA and feel their expertise would no doubt be able to permeate other sectors. 

For anyone deciding between working with HTA and someone else, pull your head in! HTA is the way to go.

– Will Leaf, Director Ewert Leaf

Gynetech Pty & Gate Healthcare Pty Ltd I see HTA as a mentor, coach and consultant helping me achieve the vision for my life and my family.

Gynetech Pty is an innovative leading manufacturing and exporter dedicated to the development, optimisation and governance of world class surgical and medical devices.

Gate Healthcare markets and sells high quality capital and consumable surgical devices. We focus on differentiated, high-impact products in the Gynaecology, General and Plastic surgery specialties. Our products are manufactured locally and internationally and are sold in almost every healthcare market around the world.

Gynetech Pty & Gate Healthcare Pty Ltd

Norgate McLean Dolphin Impressed with their pro-active approach and appetite for solving our problems...

We met HTA through a mutual client and over time referred other clients to them whom have all had positive experiences.  This led us to appoint HTA as our firm’s accountants.  In particular – we were impressed with their pro-active approach and appetite for solving our problems.  They alleviated the stress from our day to day operations with regular meetings, agile response times and a clear plan so there have been “no surprises”.  They have also provided guidance on high level strategic decision making to facilitate our growth.  We have no hesitation referring clients to HTA who are seeking a similar experience to ours. 

– Jack McLean-Dolphin, Director Norgate McLean Dolphin

ONQ Marketing We now have more time to spend on developing our business opportunities instead of being bogged down by what is clearly not our forte.

When we first started out we used the services of a small local accountant to save money – a bare bones accounting service with no frills.

Upon recommendation we moved our basic accounting services over to HTA Advisory. The team at HTA sat down with us to assess our business and provide some simple advice and guidance that has enabled us to better manage our business and plan for the future. We now utilise a number of additional services offered by HTA and find that this has saved us money in more ways than one.

We now have more time to spend on developing our business opportunities instead of being bogged down by what is clearly not our forte. We remain confident that their holistic approach will continue to play a key role in our business success.

ONQ Marketing

Nobel Rot Wine HTA helped us in all areas of establishing the business…
We had long wanted to set up a small friendly casual wine bar in Point Lonsdale on the Bellarine Peninsula. We thought we had good ideas; a strong content knowledge base and knew the area.
However as first time entrants into the world of establishing a new business and being self-employed we were completely uninformed about the complexities of this world; the myriad of requirements and the possible pitfalls.

We had some idea about what systems would be required and wanted our systems to be integrated where ever possible so that they would “talk” to each other.

We knew we needed assistance in establishing the business but really didn't know what we were looking for in terms of a business establishment assistance approach. After discussions with friends who run their own businesses they suggested HTA as a company which would be responsive to our needs.

HTA helped us in all areas of establishing the business including finalising our business plan; providing rigour in the budgeting process; covering off on compliance requirements such as insurance, WorkCover, regulatory compliance and assisting us in accessing HR management support along with setting up a robust financial management and reporting system.

The monthly reporting system which HTA have established for us which draws information from our integrated systems provides us with a detailed overview of exactly how we are tracking; identifies risk areas and flags opportunities to improve our performance.

We cannot thank HTA enough for understanding our needs and taking the extra steps to assist us with implementing the right systems in our business.

Trish & Ian Berry

Nobel Rot Wine

Quadpack Australia Pty Ltd We feel that HTA Advisory is part of our extended team

Quadpack is a specialist developer of standard and bespoke packaging solutions to the beauty industry, we have utilised HTA Advisory for business advisory since 2008.

Troy and the team are interested in not just our business submitting the correct compliance requirements but setting a structure for continued success. The reporting models they have applied to our business have greatly helped us make informed decisions to grow the business. The experienced team at HTA have also advised of many great people in their network that could help our company in different areas.
Also we include Troy on many key strategic discussions due to his expertise and knowledge which have consistently been a major asset for our business.

We feel that HTA Advisory is part of our extended team.

– Jason Smith, Business Unit Director Quadpack Australia Pty Ltd