Quill Group

What Quill Group does

Quill Group is a privately held, multidisciplinary financial services firm founded in 1999 and headquartered in Southport, Southeast Queensland, Australia, with additional offices in Brisbane and the Sunshine Coast. The firm delivers five integrated service lines under a single relationship-manager model: accounting and tax compliance, business advisory (including virtual CFO and succession planning), financial planning, estate planning, and family office services for high-net-worth families. Its core operational technology is the cross-divisional coordination of these service lines, allowing clients to access accounting, legal, and wealth management advice through a single point of contact rather than fragmented providers.

The firm's revenue is generated through professional service fees across its five lines, with financial planning operating on a fixed-fee, value-based subscription model and other services billed on engagement or retainer basis. Pricing is not publicly disclosed, but the firm offers a free initial consultation as its primary conversion mechanism and supports engagement via phone (1300 562 991), online booking, and in-person meetings at any of its three regional offices. Distribution is relationship-led and consultative, supplemented by a content marketing engine comprising 100+ blog articles, active social channels, and an email newsletter.

Quill targets three primary customer segments — family businesses across 14+ industry verticals, working professionals (including doctors, lawyers, architects, and pilots), and retired families — with a stated emphasis on multi-generational client relationships. The firm employs 51-100 staff and reports a client satisfaction score of 9.6/10, with 50% of staff tenure exceeding five years and 25% exceeding ten years. Quill has been bootstrapped since inception with no disclosed external funding, M&A activity, or public listing.

Name

Quill Group

Legal name

Quill Group

Website

https://quillgroup.com.au

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

51–100 employees

Short description

Quill Group is a privately held, multidisciplinary financial services firm in Southeast Queensland offering accounting, tax, business advisory, financial planning, estate planning, and family office services to family businesses, working professionals, and retired families through a single-relationship-manager model across three regional offices.

Ownership category

akta.pro rank

NAICS

Portfolio Management and Investment Advice (523940), Other Management Consulting Services (541618)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Business & Succession Advisory (FSAAADAL), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Financial advisory services
• Accounting and taxation
• Business advisory
• Estate planning services
• Family office wealth

Headquarters

HQ city

Southport

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

Revenue model

1. Accounting & Tax Services: Comprehensive accounting, tax compliance, BAS lodgement, bookkeeping, and secretarial services for family businesses and individuals. Revenue generated through service fees.
2. Business Advisory Services: Business advisory including virtual CFO services, cash flow forecasting, business structuring, succession planning, governance meetings, and performance improvement. Provided as ongoing advisory retainer or project-based engagements.
3. Financial Planning Services: Fixed fee, value-based financial planning services including wealth management, retirement planning, investment planning, insurance planning, and estate planning coordination. Fee generated on level of time and complexity.
4. Estate Planning Services: In-house legal experts provide estate planning including wills, powers of attorney, and testamentary trusts. Coordination with accounting and financial planning divisions for holistic asset protection.
5. Family Office Services: Comprehensive outsourced family office services for high net worth families including family administration, portfolio management, wealth succession, and philanthropic advisory. Revenue based on level of services engaged.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Quill Group is a multidisciplinary financial services firm providing integrated accounting, taxation, business advisory, financial planning, estate planning, and family office services to family businesses, working families, and retired families across Southeast Queensland. The firm operates as a single-platform advisory business where all divisions work together under one roof to deliver holistic financial solutions with a relationship-focused approach spanning multiple generations.

Product overview

Quill Group is a multidisciplinary financial services firm offering a unified suite of five integrated services: Accounting & Tax, Business Advisory, Financial Planning, Estate Planning, and Family Office. The firm operates as a single-platform advisory business where all divisions work together under one roof to provide holistic financial solutions to families and businesses across South East Queensland.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Client satisfaction score of 9.6/10 based on regular client feedback surveys
• +3 more outcomes

Named customers7 records

Segments5 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/quillgroupaus
• YouTubeyoutube.com/c/QuillgroupAu
• Facebookfacebook.com/QuillGroup
• LinkedInlinkedin.com/company/quill-group
• Instagraminstagram.com/quillgroup

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quill Group