Australia

“Understand each client is the key to providing strategic advice and generating successful outcomes.”

Sarah Blake

Partner, Business Advisory & Superannuation

With over 15 years’ experience, Sarah Blake is a trusted advisor who works alongside small and medium enterprises (SMEs), helping them protect, grow and transition wealth with confidence. As a Partner specialising in business advisory and superannuation, Sarah combines technical expertise with genuine care, qualities that have earned her a reputation as the go-to advisor for high-net-wealth families and business owners.

With extensive experience working with SMEs and self-managed superannuation funds (SMSFs), Sarah thrives on solving intricate challenges and delivering strategies that stand the test of time. Her approach is proactive, practical and always tailored to the unique dynamics of each business. While her expertise spans a broad range of industries, Sarah has a particular passion for family-run businesses, including guiding them through succession planning and multi-generational wealth transition.

Clients value Sarah for her ability to simplify complexity, anticipate opportunities and provide clarity when it matters most. She takes the time to understand each client’s goals, values and aspirations, ensuring every solution aligns with their long-term vision.

Recognised as a leader in her field, Sarah is passionate about empowering SMEs and families to make informed decisions and navigate change with confidence. Her commitment to excellence and personalised service has made her a trusted partner to those seeking clarity and strategic direction.

Outside the office, Sarah maintains a balanced lifestyle with a love of fitness and travel, pursuits that fuel her curiosity and adaptability, qualities she brings to every client relationship.

The Facts:

Core Expertise

  • Strategic Business Planning
  • High Net Wealth Family Groups
  • Self-Managed Superannuation Funds
  • Taxation Planning

Qualification

  • Bachelor of Commerce (Accounting & Finance)
  • Member of the Institute of Chartered Accountants (CA)
  • SMSF Specialist Advisor Examination (SSA)
  • Certified Financial Planner (Dip. FP)

Industries

  • Family Business
  • Superannuation
  • Estate Planning
  • Property

Latest Articles

Superannuation Update May 2016
24 May 2016 | Minutes to read: < 1

Superannuation Update May 2016

Key considerations for SMSF trustees before 30 June 2016 As the end of the financial year quickly...

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