It is probably true that no two businesses are alike, and no two individuals’ financial situations are the same. It is for this reason that we have designed a series of business units within the firm which allows us to look at the overall picture for each clients’ range of business and financial needs.

Our aim is to provide our clients with the benefits of a small business with personalised friendly service, which has links with national companies giving you security and peace of mind.

Our services cover:

- Taxation
- Accounting
- Business Development
- Lending (provided through the Australian Loan Company Ltd, ABN 40 100 947 804)
- Management Rights
- Financial Services
  (Our financial planning services are provided by Authorised Representatives of  Professional Investment Services Pty Ltd)

When dealing with us, our clients have all the benefits of a small business with personalised friendly service, which has links with national companies giving security and peace of mind.

Thanks to our team of highly qualified specialists, our goal is to work proactively with each and every client as partners in their financial future. With our specialist advisors, you can be assured that you have access to a wealth of knowledge to help you make the best decisions for your circumstances – for now and the long term future. All of our financial services advisors are authorised representatives of Professional Investment Services Pty Ltd.

Our business is all about creating and managing wealth for our valued clients so they can enjoy the lifestyle benefits their wealth provides.

How we got to where we are today

Greg Holman began Holman & Co as an accounting and taxation practice in 1994 with just 3 clients. Those first 3 clients we started with were our best advocates and the practice grew thanks to the ongoing referral of new quality clients. We soon outgrew our office in central Tewantin and by May 2000 Holmans moved to our current premises on Poinciana Avenue.

By the end of 2000, recognising the need to bring together additional solutions to our clients’ range of wealth creation and management needs, Greg joined with Rob McGregor to launch Holman McGregor Financial Services.

Our Management Rights division was launched in January 2003 in response to this growing industry on the Sunshine Coast. Headed by Tony Rossiter, CA , this unit provides specialist accounting, taxation and financial management advice to managers of strata title developments.

The next addition in the development of Holmans’ wealth management services was the addition of a Lending division, which was launched in June 2003. The division is managed by Jon Colley, a qualified accountant with many years experience with one of the big four banks, where he worked in both residential and commercial lending.

In 2004, to celebrate our 10th anniversary we admitted our senior managers — Tony Rossiter and Kym Chomley   — as partners.

As we look strategically to the next 5 years of Holmans, we are planning to offer new services to maintain our proactive approach to finding the best solutions for our clients’ wealth management needs.

Our philosophy

Thanks to our team of highly qualified specialists, our goal is to work proactively with each and every client as partners in their financial future.

This ‘partnership philosophy’ has taken the firm from its beginnings as an owner/operator practice established by Greg Holman in 1994 with just 3 clients, to the high profile it currently enjoys in the Noosa community and the Sunshine Coast.

We are committed to the ongoing education not just of our team members, but our clients also. As a Holmans client you will be invited to attend our seminars held throughout the year, designed to keep you at the forefront of new information and trends.

Our role is to equip our clients with the knowledge needed to make an informed and educated choice, or at the very least we will explain in plain language why we have arrived at a decision for you.

Recognising our achievements

In recognition of our achievements, Holmans is a proud recipient of the following awards: