We help you organise your affairs

To be financially well organised is an objective of many, achieved by few.

We help our clients organise their affairs, create and protect capital and achieve their desire lifestyle. You’ll receive proactive expert advice and support, suited to your specific situation and needs.

How would your services benefit me?

We’ll help you organise and review your existing arrangements and will prepare clear financial strategies to enable you to achieve your goals. We are focused on developing a satisfying long term relationship with you by creating an environment that will allow for open and confidential discussions. You will feel comfortable to express your goals, objectives and wishes, thus enabling us to provide you the most appropriate advice.

What sort of people do you advise?

Most clients are executives and families, members of the professions or private investors. Although many are entrepreneurs, some are very cautious investors. Most plan to be financially independent and want their families to be secure in the event of their death or disablement. They want a good standard of living with a strong capital base, high income and sufficient quality time to enjoy the fruits of their labour.

Will you be willing to work with my other advisers?

Absolutely. We aim to have the friendliest of relationships with other professional advisers and to work actively with them so that you receive the full benefit of each adviser’s special expertise. One of our functions is to assess the relevant expertise required, and to assist in formulating strategies which can be implemented in a sensible and structured manner as circumstances permit.

What can you expect from us?

Our objective is to ensure that you are delivered value added solutions in a holistic fashion. Depending on individual needs and choices, we act in some or all of the following capacities:

As your Adviser – To fully understand all issues, suggest appropriate options and implement strategic solutions that add value.
As a Coach - To regularly review your financial and lifestyle goals and monitor progress by a consistent approach.
As a Mentor - To educate and communicate solutions and outcomes.
As a Project Manager - To co-ordinate your total financial situation, including wealth creation, wealth protection and succession/estate planning.
What services do we provide?

• Superannuation Advice – Self Managed Superannuation and Public Offer Funds.
• Private Wealth Management Advice.
• Estate Planning Advice.