FINANCIAL ADVICE FOR PROFESSIONALS Broaden your horizons LET'S TALK FIND OUT MORE FINANCIAL ADVICE FOR PROFESSIONALS Change your perspective LET'S TALK FIND OUT MORE FINANCIAL ADVICE FOR PROFESSIONALS Explore the possibilities LET'S TALK FIND OUT MORE FINANCIAL ADVICE FOR PROFESSIONALS Look towards the future LET'S TALK FIND OUT MORE

USING INNOVATION

We help you achieve your financial goals efficiently

Get more out of your money

Build your wealth

Enhance your quality of life

We believe that comprehensive wealth management benefits all aspects of life, and we’re committed to providing you with a clear plan to success.

SMART DELEGATION

Reclaim your time

We simplify money matters and empower you to make better financial decisions, so you can pursue what you are passionate about.

BESPOKE SOLUTIONS

Build more than wealth.
Build a legacy.

Our expertise is in building, managing and maintaining wealth so you have freedom and choice.

Tax Planning

Paying less tax means more money for your future. We work with specialists to use the prevailing accounting rules to your advantage by maximising deductions and investing wisely.  

Strategic Planning

We take a forward thinking and pragmatic approach to addressing your financial needs. Using our expertise, we work with you to provide perspective and create an actionable plan to achieving your goals.

Superannuation Management

We align your superfund with your goals and values, and develop strategies to boost your balance. You only retire once, so it's important to use your available tools effectively.

SMSF Management

Self-Managed Superfunds can be a great vehicle to grow your retirement funds in a flexible manner however they may be complex and difficult to understand. We simplify these matters and work with you to ensure your funds are grown effectively.

Wealth Management

We build portfolios that align with your goals and your values.  Our aim is to look for opportunities to grow, protect and preserve your wealth whilst providing guidance through market fluctuations. If you win, we win.

Estate Planning & Management

Writing a Will is more than just transferring your wealth. It’s about ensuring your wishes are congruent with your plans. Alongside solicitors, we provide guidance to ensure strong financial legacies are maintained and your estate is managed so that your family is properly cared for.  

Business Succession Planning

The success of your company lies in how well you prepare for and execute your next steps. We provide guidance for partners and directors to understand their business’ risks and prepare an effective succession plan to protect them and their key persons from the unexpected.

Protection Planning

Life can be unexpected, and a strong financial plan should account for that. We determine the risks relevant to your situation and provide advice on how to best protect your family, finances, and future. Your contingency is as important as your main plan.

Personal Insurance Claims

You and your family deserve the best, which is why we advocate on your behalf during times of uncertainty and loss.

PRUDENT STRATEGIES

Make a difference beyond numbers

EMOTIONAL

Greater peace of mind ¹

88%

Improved family life ¹

38%

BEHAVIOURAL

Better equipped to handle financial challenges ²

60%

Greater control over financial situation ¹

86%

FINANCIAL

Increased returns through efficient strategies and guidance ³

+5.2% per annum

Able to live desired lifestyle ⁴

89%

  1. Fidelity International (2019) The value of advice https://www.fidelity.com.au/insights/investment-articles/the-value-of-advice/
  2. Australian Unity (2021) The value of advice https://www.australianunity.com.au/wealth/~/media/publicsite/documents/financial%20advice/factsheets/our_advice/value_of_advice.ashx?la=en
  3. Russell Investments (2020) In challenging times, financial advisers still deliver value of 5.2%p.a. or more to their clients https://russellinvestments.com/au/about-us/press/2020/in-challenging-times-financial-advisers-still-deliver-value
  4. IOOF (2020) The True Value of Advice https://www.ioof.com.au/financial-advice/the-true-value-of-advice

OUR PROCESS

Focus on what is important to you

Discover

STEP 1

We get to know you, your goals and how we can add value

Strategise

STEP 2

We work together and provide you with solutions aimed at improving your financial situation and achieving your goals

Present

STEP 3

You are presented with your personalized plan

Implement & Monitor

STEP 4

Your plan is put into action, and we monitor your progress until your goals are met