Resources

How to make better investments, with Marc Blecher

Marc Blecher, Co-founder of Orsaro Capital, shares his perspective on what it takes to be a disciplined long-term investor. From conducting rigorous research to managing the emotional highs and lows of the market, Marc dives into how investors can build lasting wealth through patience, knowledge, and mental resilience.

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Meet The Partners, People, HR, People Culture Alexander Spencer Meet The Partners, People, HR, People Culture Alexander Spencer

Jeffrey Isaacs: Steady Growth and Commitment

Jeffrey Isaac’s journey with Alexander Spencer spans over two decades, marked by unwavering commitment, client success, and a passion for mentoring future leaders. From joining as a manager in 1999 to becoming a partner just a year later, Jeffrey has been instrumental in guiding businesses—particularly in the building and construction industry—through every stage of growth.

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The Bottom Line Podcast, Business, Technology Alexander Spencer The Bottom Line Podcast, Business, Technology Alexander Spencer

Modernising your business minus the chaos with Elise Balsillie

Elise Balsillie, Head of Thryv Australia & New Zealand, shares how the platform empowers small and medium-sized businesses to scale, streamline, and succeed in today’s digital landscape. In this episode, she reflects on her own career journey and explores how Thryv helps businesses modernise amid an overwhelming array of digital tools. Elise emphasises the growing demand for authenticity—both online and in person—and offers insights on how AI can enhance workflows, strengthen customer relationships, and create more meaningful engagement.

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Our Resources

A library of downloadable documents and checklists.

CHECKLIST

2025 Private Client Tax Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

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CHECKLIST

2025 Year End Business Checklist

Make sure you don’t miss out on any deductions this tax time, with this helpful checklist

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BUSINESS STRATEGY

Price Reduction

A calculation to show the increase in sales that is required to compensate for a price discounting policy.

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BUSINESS STRATEGY

Price Increase

If you adopt a premium pricing strategy, the table in this resource shows the amount by which your sales would have to decline following a price increase, before the gross profit is reduced below its present level.

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CHECKLIST

2024 Rental Property Schedule

Ensure you have all of your documentation in order with this Rental Property Schedule.

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CHECKLIST

2025 Self-Managed Super Fund Checklist

Use this checklist to help you manage your fund and meet your SMSF obligations.

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