.webp)
We'll guide you to grow your wealth so you can meet your retirement goals, and then we'll help you transition it to the next generation effectively and efficiently.
We believe in the transformative power of financial advice.
Our mission is to make our clients feel safe, secure and certain about their financial future, by understanding their individual needs and delivering personalised wealth management solutions.
Our services span many areas of the wealth creation roadmap, from building and protecting your wealth, providing investment advice, tax planning, right through to self-managed super funds (SMSF) advice.
Our expertise in group structures, such as trusts, companies, and partnerships, allows us to provide comprehensive financial planning solutions to our clients, which we do in conjunction with their tax professionals.
Then, later in life, we can guide you through the many facets of retirement, both financial and lifestyle, putting plans in place for passing on your wealth and even guiding you or your family through accessing aged care.
Our team of experienced financial advisers and client service professionals, are dedicated to providing you with personalised attention and expert financial advice.
Let's work together to create a customised financial plan that's designed to achieve your unique goals.
We charge a fixed dollar fee, set according to the complexity of your situation and the work involved, rather than a percentage of your assets. The full details are in our Financial Services Guide.
Ongoing advice fees may be tax-deductible to you personally, though this depends on your circumstances. It's worth checking with your accountant, since deductibility depends on your individual tax situation.
In some cases, yes, where certain requirements around the nature of the advice and your super account are met. One of our advisers can talk through whether this applies to you.
A Statement of Advice (SoA) sets out the strategies, investments and financial products recommended to help you work towards your goals, along with the costs and any conflicts or benefits your adviser may receive. Receiving an SoA from a licensed adviser before you act on personal advice is a legal requirement.
No. Custody of your money sits with institutions such as banks and super funds, which are responsible for managing and securing your assets. We don't take control of your funds at any point.
We only take on clients where we're confident we can add real value. If it turns out we're not the right match after an initial discussion, we can point you toward another firm better placed to help.
