Financial advice with
emotional intelligence.

We know that financial advice isn’t one-size-fits-all. For us, it is important that we get to know you and understand what your good life looks like. We believe that financial wellbeing isn’t just about money – it’s about freedom. And we know that freedom looks different for everyone.

We believe that our advice should be personalised to your particular circumstances – and crafted to get you the lifestyle you want. Whatever you need, and whatever you’re looking for from life, we have the financial know-how to take you there.

Cash flow and debt management

A good financial plan has one overarching goal: creating a life lived free from financial stress.

Once we understand your finances and lifestyle, we craft a personalised solution for your cash flow and debt management – setting you free to live your good life, instead of worrying about the money.

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Investment

Knowing where you’re going is the first step to getting there. Likewise, having a good investment strategy is all about identifying what you want from your investments – so we can create a plan to get you there.

We’ve developed a simple three-step formula that helps you pinpoint exactly what you want, so we can create a solid, achievable strategy to make it happen.

Capital preservation

Sometimes the best bet is to play it safe.

If you’ve got funds you’re depending on to cover your living expenses or retirement, your investment strategy may involve keeping that money secure, by exposing it to as little risk as possible.

We know it’s important that you feel secure in your investments – which is why we take you through them step by step, so that you’re completely aware of any decisions made about your money.

Superannuation

Almost every Australian has superannuation stashed in one or more funds, but very few are making the most of their super – which is where we come in. We offer a number of superannuation-related services:

  • Consolidating your multiple super accounts
  • Contributing to super to take advantage of tax concessions
  • Funding insurance through super
  • Using a super pension to provide a retirement income stream

Contingency planning

It’s good to have money in reserve for two things: to enjoy the good times, and to be prepared for the unexpected. It’s worth planning for the rainy days, even while you’re enjoying the sunshine.

Personal risk insurance

A good financial strategy doesn’t stand alone – it’s always prudent to back it up with an effective plan for managing life’s little curveballs.

Once we’ve assessed your financial situation and needs, we create a risk management plan to protect you and your family in case of unforeseen circumstances.

Estate planning

It’s the one certainty in this life – and it’s worth planning for. When the time comes, it’s good to know that your personal and financial matters have been made as simple and stress-free as possible for your loved ones.

Alongside our trusted legal partners, we can assess your personal will and power of attorney needs, creating a plan that removes any unnecessary uncertainty for your family and friends.