To Provide Trusted Advice So that everyone has the freedom to achieve their potential.
Coleman Financial Group Services
Our purpose is simple, to provide trusted advice so that everyone has the freedom to achieve their full potential.
We specialise exclusively in small to medium-sized businesses, delivering expert accounting and taxation services done exceptionally well. Our advice is proactive, practical and commercially focused, identifying opportunities early, solving problems before they escalate, and helping you stay ahead. Most importantly, we build long-term partnerships grounded in trust, clarity and a genuine understanding of your business goals.
Darcy Coleman
Principal
Darcy, our Registered Tax Agent and Principal, leads our Business Accounting and Tax division, specialising in small to medium-sized businesses and complex family group structures. He oversees the preparation, review and strategic analysis of financial statements and tax returns across companies, trusts, SMSFs and inter-entity groups. Darcy has a strong interest in structuring, tax planning and group optimisation, and is also a qualified mortgage broker, allowing him to integrate lending strategy with tax and business advice.
Sharon Goodwin
Senior Financial Planner
Sharon has over 30 years of experience in financial services, with expertise in banking, lending, compliance, and financial planning. She holds a Master of Financial Planning and is a Justice of the Peace.
Our Services
The CFG Difference
A relationship-driven approach from first conversation to long-term financial success.
Specialists in Business
Focused exclusively on small-to-medium business clients, delivering expert advice and results.
Proactive and Practical
Identifying opportunities and solutions before problems arise, saving clients time and stress.
Relationship-Driven Service
Personalised, long-term partnerships built on trust and understanding your business goals.
We begin every relationship with a genuine conversation. Before any advice is given, we take time to understand your business, your goals, and the challenges you face — so our recommendations are always tailored, never templated.
Using everything we've learned, we build a clear, actionable financial strategy — covering accounting, tax, planning, and finance as a unified roadmap, not isolated silos. You'll always know what we're doing and why.
We don't just hand you a plan and step back. Our team takes ownership of the implementation — lodging, reporting, filing, and coordinating — so you can stay focused on running your business while we handle the complexity.
Trusted advice isn't a one-off meeting — it's a relationship. Your dedicated Coleman team is available when you need us, proactively reaching out when opportunities arise or when the landscape changes in a way that affects you.
Your goals evolve — your financial strategy should too. We schedule regular structured reviews to measure progress, recalibrate plans, and identify new opportunities for growth, protection, and wealth building.
Our Purpose
To provide trusted advice so that everyone has the freedom to achieve their potential
Industries we specialise in:
Accounting Pricing Packages
Small Business Compliance Package
Fixed monthly fees from $300 + GST
Designed for growing small businesses that want reliable compliance, clear reporting and ongoing support.
This package includes:
- Xero subscription
- Hubdoc receipt processing and transaction coding
- Xero bank reconciliations
- Payroll processing
- Superannuation processing
- Workers Compensation declaration of actual wages
- Long Service Leave reporting
- Taxable Payments Annual Report (TPAR) preparation and lodgement
- BAS preparation and lodgement
- End-of-financial-year financial statements and tax returns
- Tax planning preparation and strategy meeting
- Annual accounts review meeting
- Ongoing advice via phone, Teams or email
Established Business Package
Customised pricing based on the size, structure and complexity of your business.
Designed for established and growing businesses requiring deeper compliance support and ongoing advisory input.
This package includes:
- Complex payroll processing
- Hubdoc receipt processing and transaction coding
- Xero bank reconciliations
- Superannuation processing
- Workers Compensation declaration of actual wages
- Taxable Payments Annual Report (TPAR) preparation and lodgement
- Fringe Benefits Tax (FBT) preparation and lodgement
- Payroll tax reporting and lodgement
- Home Warranty reporting
- BAS preparation and lodgement
- End-of-financial-year financial statements and tax returns
- Tax planning preparation and strategy meeting
- Annual accounts review meeting
- Ongoing business advisory services
- Advice as required via phone, Teams or email
Testimonials
Your financial future starts with a conversation.
Ready to take the next step? Our team of financial planners, accountants and mortgage brokers are here to help you make confident, informed decisions — whatever stage of life you're in.