Sam Gadani

CPP, CA, CTA, BCom, Cert IV Finance and Mortgage Broking

Principal

Department: Tax

Shamir (Sam) Gadani is a Principal Consultant with over 19 years of experience in business and taxation services, advising business owners, professionals, and high‑net‑worth individuals on complex tax, structuring, and commercial matters. He brings a holistic, commercially grounded approach to helping clients manage their business, tax affairs, and achieve sustainable long‑term outcomes.

Sam specialises in advising high‑net‑worth individuals and family groups, with a particular focus on the medical, dental, and allied health sectors. His experience spans both individuals and operating entities, supporting clients across tax planning, structuring, growth, succession, and wealth creation. His approach is highly relationship‑driven = taking the time to listen, understand client goals and desired outcomes, and deliver advice aligned to those priorities.

 Areas of Focus:

  • Business and taxation services

  • Strategic structuring and tax planning

  • Growth, succession, and transition planning

  • Property and investment structuring

  • Cash‑flow and financial modelling

  • Benchmarking and indicative valuations

  • Finance structuring and lending solutions

Sam is known for building trusted, long‑term client relationships through clear, practical advice.