What PGP Consulting does

PGP Consulting Pty Ltd is a Melbourne-based, privately held boutique accounting and business advisory firm founded by Peter Piasente, operating for over 20 years under a CPA Practice licence with a team of more than 30 staff across partners, managers, accountants and administration. The firm is organised around five integrated service lines: Business Services & Consulting (strategic planning, due diligence, business valuations, outsourced CFO/finance controller work); Accounting & Taxation (financial accounts, tax returns, BAS/PAYG lodgements and tax structuring); Self Managed Superannuation, run as a dedicated division under partner Chris May with ASIC-accredited SMSF auditors and SMSF Association membership serving 600+ SMSF clients; Cloud Based Services, delivered as a Xero Certified Partner with MYOB support covering migration, training and reporting; and PGP Wealth, a 2018 joint venture with Partners Wealth Group providing licensed financial advice, investments, insurance and lending under Partners Wealth Group's AFSL.

The technology stack is a thin layer over best-of-breed third-party platforms rather than a proprietary platform. Core delivery runs on Xero and MYOB for cloud bookkeeping, Reckon Hosted and Intuit as legacy options, and Fathom for management reporting dashboards; bespoke management reporting dashboards are configured per client for monthly management accounting, report generation and board presentations. There is no evidence of in-house software products, APIs, mobile apps or AI-driven tooling.

The business model is a relationship-based, sales-led professional services model with quote-based engagements. Pricing is not publicly disclosed. Distribution is direct: a single-country, domestic footprint operating from two Melbourne offices (Level 11, 31 Queen Street as headquarters and Level 13, 636 St Kilda Road for PGP Wealth), with acquisition driven primarily by referrals, word-of-mouth, organic social (Facebook, LinkedIn, Instagram), website content and Google Ads for SMSF. Customer segments span high-net-worth individuals and investors, professional athletes, media personalities and influencers, family-run businesses, family offices, startup/entrepreneurial individuals, medium-sized corporate groups, and three named verticals — agribusiness, real estate & construction, and hospitality.

Name

PGP Consulting

Legal name

PGP Consulting Pty Ltd

Website

https://pgpconsulting.com.au

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

PGP Consulting is a Melbourne-based, privately held boutique accounting and business advisory firm offering accounting, tax, SMSF, cloud-based and wealth advisory services (via a 2018 JV with Partners Wealth Group) to high-net-worth individuals, professional athletes, family businesses, SMEs and selected verticals including real estate, agribusiness and hospitality.

Ownership category

akta.pro rank

Product category

Accounting and Business Advisory Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

akta.pro secondary industries

Strategy & Corporate Development Consulting (BPAHACAA), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

Keywords

• Accounting and taxation
• Business advisory services
• SMSF administration
• Cloud accounting support
• Wealth management advice

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Business Services & Consulting: Strategic planning, succession planning, due diligence, business valuations, forecasting, tax planning, budgeting, outsourced CFO/finance controller services, family governance and planning
2. Accounting & Taxation: Financial accounts, tax returns, BAS, IAS and PAYG lodgements, family office tax affairs, capital gains and tax structuring, division 7a loan management, small business CGT concessions
3. Self Managed Superannuation (SMSF): SMSF establishment, compliance and administration, investment strategy development, ongoing monitoring and reporting for over 600+ SMSF clients
4. PGP Wealth: Financial advice, investments, insurance, lending and finance, legal solutions - joint venture with Partners Wealth Group formed in 2018 providing comprehensive wealth advisory
5. Cloud Based Services: Migration to and support for Xero and MYOB accounting software, as a Xero Certified Partner

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

PGP Consulting is a Melbourne-based boutique accounting and business advisory firm that delivers financial accounts preparation, tax lodgement, BAS/PAYG compliance, self-managed superannuation (SMSF) establishment and administration, business advisory (strategic planning, succession planning, due diligence, valuations, outsourced CFO), cloud accounting implementation (Xero and MYOB), and wealth advisory through its PGP Wealth joint venture with Partners Wealth Group. Services are delivered via direct partner-led engagement to high net worth individuals, athletes, influencers, family offices, family businesses, and medium-sized corporate groups.

Product overview

PGP Consulting is a Melbourne-based accounting and business advisory firm offering a unified suite of professional services. The core portfolio comprises five integrated service lines: Business Services & Consulting (strategic planning, due diligence, outsourced CFO), Accounting & Taxation (compliance, tax returns, BAS/PAYG lodgements), Self Managed Superannuation (SMSF specialist division), Cloud Based Services (Xero and MYOB implementation/support), and PGP Wealth (joint venture with Partners Wealth Group for wealth advisory). Together these services provide end-to-end financial management from bookkeeping through to strategic advisory and wealth creation.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Services & Consulting

Named customers2 records

Segments9 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Partners Wealth GroupcoreStrategic or Co-development Partner · 1 January 2018Joint venture formed in 2018 between PGP Consulting and Partners Wealth Group. The partnership combines accountancy and wealth advisory services, operating as PGP Wealth under Partners Wealth Group's AFSL. Provides comprehensive financial advice including financial planning, investments, insurance, and lending.
• XerocoreTechnology or IntegrationPGP Consulting is a Xero Certified Partner. This means the team can provide extra Xero options not available by signing up direct with Xero. PGP can switch clients over to Xero, provide training and ongoing support, with access to features including automated daily bank feeds, invoicing, BAS reporting, Single Touch Payroll, and management reporting.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• PKF Australia: Australian mid-tier accounting firm offering tax, audit, business advisory, and consulting services to SMEs and HNW clients. Directly comparable in service portfolio and target segments.
• William Buck: Australian mid-tier accounting and advisory firm offering tax, business advisory, and wealth services to SMEs, HNW individuals, and family groups. Closely comparable boutique-to-mid-tier positioning.
• Pitcher Partners: Australian mid-tier accounting and advisory firm offering accounting, tax, business advisory, and wealth services to SMEs, HNW individuals, and family groups. Highly comparable to PGP in service mix, client segments, and boutique-to-mid-tier positioning.
• BDO Australia: Mid-tier accounting and advisory firm with strong Australian presence providing audit, tax, business advisory, and outsourced CFO services to SMEs and HNW clients. Directly comparable in service breadth and target clientele.
• RSM Australia: Global mid-tier accounting network with a sizeable Australian practice serving SMEs and HNW clients with accounting, tax, business advisory, and wealth services. Comparable in scope and target segments.
• Nexia Australia: Mid-tier accounting network with Australian member firms providing tax, business advisory, and consulting services to SMEs and HNW clients. Comparable in service mix and boutique-to-mid-tier positioning.
• Bentleys Australia: Australian mid-tier accounting and advisory network providing business advisory, tax, audit, and wealth services to SMEs, family businesses, and HNW clients. Highly comparable service mix and client focus.
• HLB Mann Judd: Australian mid-tier accounting and advisory firm with a long history of serving SMEs, family businesses, and HNW individuals across tax, business advisory, and wealth services. Comparable in boutique positioning and clientele.

Broad incumbents

• Mazars Australia: International accounting and advisory firm with Australian operations providing audit, tax, consulting, and financial advisory across a broader client base including larger corporates. Comparable on tax and advisory services but operates at greater scale.

Others

• Partners Wealth Group: Wealth advisory firm that is PGP Consulting's joint venture partner for the PGP Wealth division under their AFSL. Included for completeness as the JV counterpart providing financial advice, investments, insurance, and lending services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/pgpconsultingptyltd
• Instagraminstagram.com/pgpconsultingaccounting

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

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 PGP Consulting