Power BI-Driven Consolidated Investment Reporting for High-Net-Worth Individuals

Access expert consolidated investment reporting services to gain real-time insights, track portfolio performance, and make informed financial decisions.

Small firm. Data-driven reporting. Intelligent investment insights.

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What we do

Diverse experience working with businesses and investors of all sizes and industries

Small to medium sized businesses

High net wealth individuals and family groups

Portfolio companies of private equity funds

Who we are

Tullastone provides expert consolidated investment reporting services to high-net-worth individuals across Australia.

Our mission is to deliver accessible and reliable investment insights that help clients track portfolio performance, optimise asset allocation, and make informed financial decisions. We are committed to building long-term, meaningful relationships with our clients, ensuring they have the right reporting frameworks in place to manage and grow their wealth effectively.

We appreciate the trust our clients place in us and are proud to be part of their financial journey.

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What we do

We partner with high-net-worth individuals and investment groups, providing tailored consolidated investment reporting solutions to enhance portfolio management, track performance, and support strategic financial decisions.

Leveraging the power of Power BI-driven analytics and industry expertise, we go beyond standard reporting—offering real-time insights, asset allocation analysis, and data-driven investment tracking that empower our clients to optimise their wealth and achieve long-term financial goals.

Portfolio Performance Tracking

Providing real-time insights into investment performance, asset allocation, and returns across multiple portfolios.

- Bookkeeping and Xero management
- Cloud accounting set up, transition and App integrations
- Accounts payable & receivable reconciliations
- Payroll processing (Xero Payroll) and Single Touch Payroll
- Financial Statements
- ASIC company secretarial matters

Power BI-Driven Data Visualisation

Leveraging advanced analytics and interactive dashboards to deliver clear, actionable investment insights.

- Tax returns (companies, trusts and individuals for family groups)
- Business activity statements and GST compliance
- Structuring, entity set ups and implementation
- R&D tax concession assistance
- Tax advice

Risk & Diversification Analysis

Assessing portfolio risk exposure, identifying diversification opportunities, and ensuring a balanced investment strategy.

- Customised monthly management & board reporting
- Assistance with budgeting and cash flow forecasting
- Assistance with preparing for capital raising and debt financing

Customised Reporting & Wealth Management Insights

Delivering tailored reports and strategic insights to help high-net-worth individuals make informed financial decisions and optimise their investments.

- Project work for M&A transactions and other initiatives
- Tax-effect accounting and reporting assistance for portfolio companies
- Assistance with ATO reviews and audit matters

Hear from some of our clients

“It’s been great to have Lewis and his team on board to help manage the accounting and tax for our group. We appreciate Lewis’ skillset and responsiveness. We would happily continue to recommend Tullastone to other business owners looking for a different approach with their accountant.”

Nicole and David Dowsett
Founders, PRS Support

“Tullastone’s support over the last few years has been fantastic and made a big difference in how we keep on top of our finances. We are grateful to have Lewis and his team working with us!”

Dr Mahi Paquette, CEO and
Executive Environmental Manager Seabin Foundation