We care about our clients, our team and our community.
Making a difference.
We are a team of accounting, business and wealth creation experts that help directors and owners build better businesses and stronger financial futures.
We care about your success, and are focused on what matters to you. But we also know that life is about much more than numbers. We care about you as a person, and develop deep working relationships that often spill over into friendships. And we care about making a difference in the community.
Our leaders strive to help our people be their best – happier, healthier and equipped with the knowledge and skills to help you.
Meet the team.
We have the people, the experience and the expertise to deliver exceptional results for you, and to grow with you as your needs evolve.
Our people are at the forefront of everything we do. Our leaders focus on supporting our team so they are better equipped to serve you.
Our values
These values are the code we operate by, guiding every action we take for our clients, our colleagues and our community.
Respect
We value your needs, and show care and consideration for others.
Professional
We act with the utmost care and confidentiality.
Honest
We speak the truth and keep our communication real.
Nurture and Educate
We help our clients and team to learn and grow.
Think
We create opportunities to make a difference.
Deliver
We do what we say we are going to do.
Own it
We take responsibility for our role and our actions.
Our story.
Tate Partners was born in 1999 to help directors build better businesses and grow their wealth.
Tate Partners was born in 1999 to help directors and owners grow great businesses and secure their family’s financial future. Founder and General Manager Joseph Eid saw that accounting and advisory firms were either too big to care or too small to meet the needs of clients as they grew. And very few truly understood or cared about their clients (or their people).
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Joe’s vision for Tate Partners was to make a difference to businesses, their families, and the community. For us, this means helping you grow your profit, be smart with tax, build a sustainable business, and grow and secure your family’s wealth – while also giving back through volunteering, fundraising and sponsorship.
We’ve assembled a team of experts that are focused on delivering exceptional results for you, headed up by directors Michael Cortis and John Lethbridge.
After working as a tax accountant for one of the largest firms in Australia, on top of several years of experience as a CFO, Michael Cortis joined Tate Partners in 2018 and became a director in 2021. Michael oversees our business growth and tax services.
John Lethbridge joined the team in 2021 as director of Tate Partners Wealth Management. He brings over 24 years of experience in the financial services industry, with self-managed superannuation funds a particular specialty. John’s focus is helping directors make the most of their hard work by creating wealth while balancing tax, asset protection and estate planning implications.
We bring a corporate approach to business advisory and offer directors the benefits of big business thinking and knowledge. Our focus is on providing you with tailored services to grow your business and secure your family’s wealth. Experience has taught us to expect the unexpected, so we offer a Plan B for directors: we plan for the worst while you prepare for the best.
We love what we do (because we’re good at it). We do things with heart, because life is about more than numbers. We care about doing a great job, about each other, and about your success. We have the skills and experience to grow with you every step of your business journey.
Whatever you need, we’re ready to help.