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“Meaningful relationships are the foundation of meaningful advice.”

Clare Petrie

Partner, Business Advisory & Tax

Clare is a Business Advisory and Tax professional whose career began as a graduate accountant, with nearly three decades of experience, she has built a reputation for forming deep, long-standing relationships with clients, guiding them through complex decisions with a steady hand and a commitment to understanding and supporting them to achieve their long-term goals.
Clare’s professional approach is grounded in meaningful engagement. She believes that the best outcomes come from truly knowing her clients, their businesses, their families and their aspirations. Her expertise also includes, supporting clients with estate planning and strategic decision making, where her calm temperament and ability to connect the right people make her an invaluable advisor.

Her career has been shaped by diverse experiences across all kinds of accounting firms and roles in commerce. This has added to Clare’s extensive skill set and a practical understanding of how different environments operate. Clare draws on these experiences daily, using them to offer clients grounded advice ensuring they know she has their best interests in mind.

Throughout her career, Clare has embraced opportunities to mentor others. Her leadership style is collaborative and empowering; she encourages her team to grow, experiment and strive for excellence. She aims to create an environment where people feel supported to become the best version of themselves knowing they will have her support and guidance whenever it’s needed.
Clare believes in working hard within healthy boundaries and never allowing work to consume life. When faced with challenges, she allows herself a brief moment to assess and analyse the situation, determine the major challenges, before breaking the problem into manageable pieces.

Clare’s desires are to enjoy the journey. She aims to continue doing meaningful work, contributing to her clients’ success and ultimately reaching a stage where she can enjoy a fulfilling and well-earned retirement.

The Facts:

Core Expertise

  • Structuring of transactions
  • Tax Structuring
  • Tax effect accounting
  • Estate planning (Taxation issues)

Qualifications & Associations

  • Bachelor of Business
  • Graduate Certificate Financial Planning
  • Member of The Tax Institute
  • Member of Chartered Accountants Australia and New Zealand

Industries & Specialisations

  • High Wealth Family Groups
  • Property (Development, Manufactured home parks)
  • Childcare

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