Private Client Advisory · Sydney, Australia
Advisory
Advisory
crafted
for you.
Bespoke tax, business, and family office services for clients who expect more.
Bespoke tax, business, and family office services for clients who expect more.
Casa Advisory was founded on a simple belief: private clients deserve the same calibre of tax and financial counsel as the most sophisticated investors — delivered with the composure and care of a trusted personal advisor.
We advise high-net-worth individuals, families, and business owners with sophisticated financial needs. Our approach is proactive, deeply personal and built around your complete picture.
“The best advisory relationships are built over years, not single engagements. I started Casa Advisory to work with clients who want an advisor who understands their full picture, and is always thinking about what’s next.”— Roni Scarano, Director
Our service offering is intentionally focused. We work across three interconnected disciplines — Tax Advisory, Business Services and Family Office.
Proactive, personalised tax counsel that minimises your obligations, manages risk, and plans well ahead of deadlines.
For business owners who need an advisor, not just a compliance operator — across structure, strategy, and growth.
Holistic wealth oversight for families with complex affairs — coordinating across tax, structure, estate, and generations.
We take new client relationships seriously. Our onboarding is personal and built to ensure we’re the right fit for each other.
A confidential call to understand your situation, explore whether we’re the right fit and how we can help you.
A deeper conversation about your financial life, goals, and what you want from an advisory relationship.
A clear, tailored proposal. If it feels right for you and us, we will formalise the engagement.
Your relationship with Casa Advisory begins — proactive, personal, and built for the long term.
Casa Advisory exists to offer private clients something the large firms rarely can: a senior, experienced advisor who is genuinely invested in your life — not just your tax return.
For over 15 years, Roni has been a trusted advisor to Australian family groups and privately owned businesses. He brings the best of both worlds to his practice: the disciplined rigour of the Big 4 and the nimble, personal touch of a mid-tier firm. Roni is known for his clear thinking and a proactive style that fosters deep, long-lasting client confidence.
Roni’s expertise spans tax planning, trust and estate structures, SMSF, and family office advisory across various sectors and industries.
At Casa Advisory, great advice is built on genuine understanding. Every client relationship is approached with care, attention to detail, and a commitment to knowing your full financial picture.
Your life, your goals, and your circumstances inform every recommendation we make.
We stay ahead — identifying opportunities and flagging risks before they become problems.
Your financial affairs are your most private matters. We treat every engagement with the utmost care.
We think in decades, not financial years — building relationships that grow more valuable over time.
We’d love to hear about your situation.
All enquiries are treated with complete confidentiality.
Level 35, Parkline Place · 252 Pitt Street, Sydney NSW 2000
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