Rocco prioritises fostering an “open door” mindset with his clients, encouraging them to contact him for any business or taxation related matters for which they require an answer, second opinion or just want to bounce an idea around. His interaction with clients is always constructive and creates a pathway to achieving the right outcome for the business.
Rocco promotes and Chairs monthly/quarterly client Advisory Board meetings with business owners, family members and key senior business managers to help formalise business planning, operational processes and assessments via regular meetings. This is especially useful in a family business to promote commercial arrangements amongst family members, including developing clearly defined operating frameworks, roles, remuneration and career paths. Attention to retirement, estate and succession planning is always a key part of the Advisory Board process as the Board creates the essential forum for ongoing discussion, planning and implementation.
Parallel to the above approach is to provide advice for the correct business and investment structure to promote efficient taxation outcomes, asset protection and desired retirement, estate and succession planning. His clients include builders, property developers, property investors, architects, legal firms, financial professional, IT and management consultants, and real estate agents.