Welcome to Optima
Optima Finance, Tax, and Accounting Services is an independent, established accounting firm offering professional accounting services to individuals and business owners.
We offer our clients tailored financial and tax planning strategies to assist them in achieving their financial objectives by taking full advantage of the available tax breaks, growth opportunities, and improved cash flows.
Our Team
PURVISH PANCHAL
Director
After over 20 years in the commercial sector with extensive experience spanning various industries, including banking and construction, Purvish ventured into public accounting in 2010. He is the founder of Optima Accountants. Purvish is a registered tax agent and holds a Diploma in Financial Planning. As an investor in the retail business, he understands small businesses. Purvish has the passion to help our clients achieve their full potential in business and personal lives.
RISHI RAM
Business Partner
Rishi has worked in the accounting and finance industry since graduating in 1985, initially working at a publicly listed company and acquiring essential management accounting, financial reporting, and corporate taxation skills. In 1996, he moved into public accounting by setting up a boutique tax & accounting practice while specialising in medical and dental professional clients. He has extensive exposure to a large range of SME clients. Growing up in his family's business, Rishi is passionate about small business. He has a personal interest and is an investor in businesses in the health services, food retail, distribution and financial services sectors.
Our Beliefs & Values
We believe each person can achieve any dream they set their mind to, and we recognise our role as a trusted advisor in guiding you in attaining your dreams.
While we recognise our people as our most important asset, we aspire to the values of Integrity, Trust, Respect, Hard work, Loyalty and Responsibility.
Our team of accountants, tax agents, business and financial advisors work with a holistic approach to compliance, business advisory and wealth creation responsibilities to you, your family, your business partners and your employees.
Too many clients leave financial success to change, meandering through without a clear financial goal and, obviously, no clear direction. Your accountant, tax agent and financial advisors must collaborate to guide you through the best possible alternative to meet your financial and personal goals.
We at Optima Accountants strive to give comprehensive advice NOW. With a small team, you, the client, are never out of our focus.