About Us

Pana Advisory offers a comprehensive range of services tailored to meet the needs of small to medium-sized family businesses.

Our Purpose

“To empower small business owners and individuals to take control of their financial future by providing personalised, authentic advice that improves their lives, strengthens their wealth, and removes the burden of compliance and administration — giving them the freedom to achieve the goals and lifestyle they dream of.”

Our Vision

“To create a boutique advisory firm where small business owners gain clarity, confidence and freedom through expert guidance delivered with authenticity and care. We strive to elevate the lives of our clients, our team and our community by embracing technology, nurturing talent and empowering businesses to grow with purpose.”

Our Mission

To deliver proactive, honest, and detail-oriented accounting and taxation services, leveraging the latest technology to help our clients achieve their goals. Along with our trusted professional partners, our clients will be provided with holistic advice that addresses all aspects of their financial and business needs to ensure they achieve every success.

Our Values

1. Honesty & Integrity

We communicate openly, act transparently and always be honest. We own our actions, admit mistakes and act quickly to make things right.

2. Empathy & Respect

We treat clients, colleagues and partners with respect, kindness and understanding. We listen, value different perspectives and always maintain a friendly, considerate approach.

3. Client-First Thinking

We proactively seek the best outcomes for our clients. Every recommendation is thoughtful, well-planned and in the client’s best interests.

4. Professional Excellence

We maintain the highest technical standards and continually build our knowledge. Our learning never stops. We collaborate with trusted partners when specialist expertise is required.

5. Accountability & Ownership

We take responsibility for our work, our decisions and our communication. “That’s not my job” is never said here — we help each other succeed and support our clients wholeheartedly.

6. Collaboration & Community

We support each other as a team and respect each person’s unique strengths. We are accountable to one another, our clients, their families and the broader community we serve.

7. Simplicity & Clarity

We reduce complexity wherever possible — simplifying compliance, communication and decision-making so clients feel confident, informed and in control.