Welcome to JLR Partners
Small Business is our Specialty...
Our business is focused on people with small to medium sized business needs, so our services are highly developed and customised to ensure we deliver the relevant tools and options that suit those business needs. We are well aware that most of our clients expertise lies in the line of their own business and that they will look to us to anticipate their financial needs with solutions that will improve their position. Our clients need us to be ‘thinking outside the square', constantly staying ahead of financial changes that could present opportunities or dilemmas where not carefully handled. We are dynamic in a quiet and modest manner, and we are very approachable.
Our business is focused on people with small to medium sized business needs, so our services are highly developed and customised to ensure we deliver the relevant tools and options that suit those business needs. We are well aware that most of our clients expertise lies in the line of their own business and that they will look to us to anticipate their financial needs with solutions that will improve their position. Our clients need us to be ‘thinking outside the square', constantly staying ahead of financial changes that could present opportunities or dilemmas where not carefully handled. We are dynamic in a quiet and modest manner, and we are very approachable.
We take a proactive approach to deal with problems before they arise....
The advantage of dealing with JLR Partners is that we give our clients that much needed edge by taking a proactive approach to the various phases of a business and life. We pre-empt our business client needs and actively seek out solutions so that our service remains comprehensive and relevant. We provide and bring together most of the necessary tools and information from our pooled Accounting and Financial Planning resources. We also source expert specialised technical services when required, to ensure our approach is comprehensive. That means you will receive the attention and solutions to your business problems (probably before you've thought of it) that will be so necessary in managing your business financial affairs. This allows you the luxury of controlling your business financial destination and accessing the options that best suit your circumstances as required.
Who is in the team at JLR Partners
The advantage of dealing with JLR Partners is that we give our clients that much needed edge by taking a proactive approach to the various phases of a business and life. We pre-empt our business client needs and actively seek out solutions so that our service remains comprehensive and relevant. We provide and bring together most of the necessary tools and information from our pooled Accounting and Financial Planning resources. We also source expert specialised technical services when required, to ensure our approach is comprehensive. That means you will receive the attention and solutions to your business problems (probably before you've thought of it) that will be so necessary in managing your business financial affairs. This allows you the luxury of controlling your business financial destination and accessing the options that best suit your circumstances as required.
Who is in the team at JLR Partners
| John Riley - is qualified as a Certified Practicing Accountant with over 15 years experience working predominantly with small to medium business operators. His specialist technical training has been developed in essential business services including Business Taxation Planning, Business Valuations, Business Exit Planning for Succession, and Self Managed Superannuation Funds. |  |
| Leigh Riley - is the client's Financial Strategist and has worked in the Financial Planning industry since 1987 with experience spanning Financial Planning, Funds Management, Stockbroking and Insurance. She is well qualified with a Masters Degree in Business - Financial Planning, also holding the Diploma of Financial Planning and Cert IV in Small Business Management. |  |
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Our Staff
Lil Dal Santo - performs Administration Duties within JLR Partners and remains a dedicated and hard working member of the team, having worked directly with John for more than 5 years. Lauren Parkinson - is a our administration trainee. She's currently learning all the important aspects of assisting our practice in servicing our clients needs. Lauren is a very dedicated and reliable young lady who is keen to learn and assist. Carrie Lan - is working with us on an Internship. She has a Master of Professional Accounting from Monash University and a Bachelor of Business Administration. She speaks English, Cantonese and Mandarin. Currently she is studying for her Certified Practicing Accounting qualification. |
Who is in our Legal Team
In keeping with our commitment to source expertise when required, we have partnered with some of Australia's leading Succession Planning Experts-
| Ian Gray LLB, who has 28 years legal experience and is a nationally recognised specialist in succession planning. Ian takes a simple, but logical and lateral approach without complicated legal jargon to ensure succession planning solutions for our clients are easy to follow and always unique to the individual case. |  |
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Employee Share Ownership Plans (ESOPs)
Terence Dwyer PhD, MA, BA BEc LLB
As more and more small businesses are looking for ways to arrange a smooth transition and exit from their business, ESOPs are becoming more popular. Terry of Dwyers Lawyers has developed a proprietory system suitable for small business owners to enable this process which encompases estate planning, legal structure with taxation advice necessary for succession planning. |
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| General legal matters and Wills for Estate Planning is outsourced to Sherrill O'Connor LLB Sherrill O'Connor is an Australian legal practitioner and has operated her own practice locally in Hampton for more than a decade. She has assisted many of JLR Partners clients with a variety of legal transactions such as property transfers, business leasing contracts, business acquisition and sale contracts as well as arranging a will for estate planning purposes. Sherrill is very personable and will be happy to help you with your legal transactions. |
