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About Triple Eight Advisory

A modern advisory firm built on trust, clarity and long-term partnership.

Boutique tax specialists, business advisors and wealth strategists. Helping ambitious founders, families and businesses across Australia make confident financial decisions since 2012.

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Senior advisors at Triple Eight Advisory
Est.2012
500+
Australian founders & families advised
The Foundation

A legacy of considered counsel.

Triple Eight Advisory was founded in 2012 by a small team of chartered accountants who kept seeing the same problem: clients were passed between tax, advisory and wealth departments, losing context, and money, at every handoff.

We built a different kind of firm. One where a senior advisor carries your story from your first tax return through to your exit, backed by specialists who plug in when you need them.

Today we advise more than 500 businesses and families across Australia, from first-generation founders to established family offices. The commitment is unchanged.

Triple Eight Advisory partners in the Sydney studio

“In complexity, we find the opportunity for clarity.”

Founding partners, 2012

Core Philosophy

Strategic Foundation

Turn complex numbers into confident decisions, combining rigorous tax and accounting expertise with clear, human advice.

To be Australia's most trusted independent advisory firm, tax, business strategy and wealth planning through a single senior team.

Great advice pays dividends over decades. We build long relationships and proactive plans so every decision today makes the next one easier.

Our Principles

The principles
that guide us.

These aren't posters on the wall. They're how we hire, how we advise, and how we decide when the answer isn't obvious.

  • 01

    Integrity first

    We give the advice you need, not the advice that's easy. Always.

  • 02

    Long partnerships

    Our average client relationship is over eight years, that's the point.

  • 03

    Clarity over jargon

    Plain language, clear numbers, decisions you can actually act on.

  • 04

    Proactive, not reactive

    We plan ahead, so tax time and board meetings hold no surprises.

  • 05

    Senior-led

    You work with an advisor, not a rotating cast of juniors.

  • 06

    Genuine care

    Behind every business is a family. We advise both.

Leadership

Senior advisors, on your account.

Decades of combined expertise across tax, private business and family wealth. Partnered directly with the people we advise.

Meet the whole team
Marcus Lai 01 / 03

Marcus Lai

Managing Partner
James Whitfield 02 / 03

James Whitfield

Partner, Tax
Priya Anand 03 / 03

Priya Anand

Partner, Advisory
Why Triple Eight

The Triple Eight advantage.

In an industry often distracted by short-term wins, we hold a generational perspective. We're structured for depth, not volume. The same senior team carries your context from tax return to growth strategy to long-term wealth, three rings in one continuous thread.

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01 500+ Australian clients advised
02 3 Rings under one roof
03 98% Client retention
04 12+ Years compounding trust
Our journey

From one idea to three rings of advice.

  1. The foundation

    Triple Eight Advisory was founded in Sydney by chartered accountants who believed advice should compound over time, not reset every year.

  2. The three rings

    Tax, business advisory and wealth, brought together as one continuous relationship. The idea behind the name, and the way we work.

  3. One partner, every discipline

    We built the firm so a single partner-led team carries your context across every engagement, with no handoffs and no repeated conversations.

  4. Where we are today

    A boutique firm trusted by founders, boards and family offices who value precision, discretion and restraint over noise.

“They treat our business like it's their own. Every conversation connects the dots between tax, strategy and where we're headed long-term.”

Founder, hospitality group client

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