Elephant Advisory

Elephant Advisory is a Melbourne firm combining accountants and mortgage brokers in two teams. It has advised small businesses and property owners since 2015 and says it has helped over 1,000 clients. The founders describe themselves as business owners and property investors themselves.

What Elephant Advisory offers

• Accounting and tax — accounting, tax structuring and advice for growing small businesses.
• Mortgage broking — home loans and refinancing, comparing around 30 lenders for rate, structure and advice.
• Commercial finance — funding guidance for business owners.
• Business growth advice — help with payroll, costs, invoicing, hiring and expanding interstate.

Who it works with

The firm serves founders, small businesses in Australia and people buying homes or building property portfolios. Named clients include a logistics company, a cafe and a recruitment business.

Key facts

• Based in: Melbourne, Australia
• Founded: 2015
• Approach: long-term partnerships, supported by online collaboration tools