Who we are
We are a team of high performing, award-winning financial professionals who stay ahead of you and lead the way to a profitable business and life. We value relationships and believe financial decisions should be grounded in a clear vision of what is important to you. We take the time to discover your vision and motivations before creating a clear way forward for you to track and progress.
We provide advice through two streams; accounting and advice and financial planning.
Accounting and advice is led by Peter Beames who specialises in business and taxation advice to both the SME market and high net worth individuals. Using up-to-date technology, Peter is able to deliver his services nationally.
Financial planning is led by Dave Rae who guides you through a process of understanding your goal and developing a strategy and action plan with clear accountability to track progress and trends.
DPR Accountants and Advisers
Peter has over 25 years experience in public practice working with market leading companies, specialising in the provision of business and taxation advice to the SME market and high net worth individuals. Peter has managed many clients through to the sale of their business for millions of dollars.
Peter has been regarded by his peers in the Canberra marketplace as one of the leading advisers to small and medium sized businesses, and is often engaged by competing businesses where competitors have a conflict of interest. Peter is widely considered to be an industry leader.
A well-known aspect of Peter’s approach to servicing clients is the link between business performance and personal goals, ensuring that clients receive a top tier service when compared to traditional offerings from competing advisers.
Importantly, Peter ensures that his clients are receiving the advice they need by meeting regularly with clients so that key issues are at the forefront of their discussions whilst maintaining a forward-looking focus. This ensures businesses are the very best they can be.
Peter also ensures that he is proactively asking questions of his clients in terms of their thought processes and business decisions, and linking these back to the strategic objectives of the business or family group.
Dave specialises in working with professionals and small business owners who are highly motivated to achieve their own definition of success.
Dave motivates and guides his clients to achieve what is important to them and to live the life of their dreams. He does this through goal setting, strategy development, action plans and regular reviews.
Dave has received a number of awards in the past few years including a Financial Planning Association Best Practice Award and a dealer group Adviser of the Year award.
He has been featured in the Sydney Morning Herald, Australian Financial Review, Sky News Business TV, Financial Standard, Adviser Voice and Wealth Professional. In 2016, Dave appeared on The Investment Series on Channel 9. The TV series is aimed at helping Australians get a better understanding of their financial future.
Aside from running his business, Dave is deeply interested in how professionals can utilise social and digital media. He has spoken at numerous conferences on this topic including at the Adviser Edge Summit, Securitor Annual Conference and Magnitude Think Tank.
Out of the office, you are most likely to find Dave on his road bike or mountain biking on Australia's best trails in Canberra. His ideal holiday is with the family at the snow (Australia or overseas - doesn't matter!).