Who we help

Whilst anyone can benefit from financial advice we specialise in these areas:

High Achievers
High Achievers
  • You have big aspirations, whether it be in your career, in business or in life
  • You may be doing well financially however you feel like you are not getting ahead and have no real plan or structure in place
  • You are planning to start a family, or you have children and want the best for them financially
  • You may be working towards buying your first home or are wanting to upsize or renovate your current home
  • You have friends or family that have told you to invest in property or shares, but you are unsure of what’s right for you
  • You want to reduce the amount of tax you pay
  • You might be concerned for you or your family’s welfare in the event you are unable to work due to illness, injury or death
  • You are increasingly time poor and don’t have the time or expertise to sort out your financial household
Business Owners
  • You want to protect what you have worked hard to build by creating passive investments away from your business
  • Your business is in a good position however you haven’t spent the time or energy in developing a personal financial plan
  • You want to protect your revenue in the event you or your key people can’t work
  • You may need help with a business succession plan for planned and unplanned exits
  • You may own or would like to own your business premises
  • You want to reduce the amount of tax you pay, in business and personally
  • You are approaching retirement within the next 10 years
  • You are unsure of when you can retire or what you need to be able to retire comfortably
  • You have worked hard to get to this point and you want to ensure you end up in the best possible position
  • You may like to transition to retirement by reducing your working hours
  • You are unsure of the best place for your surplus income; super, debt reduction or somewhere else
  • You may have windfalls like an inheritance or proceeds from the sale of your business or property and are unsure of how best to utilise these funds
Self-Funded Retirees
Self-Funded Retirees
  • You have achieved financial independence and you want to ensure the assets you have built are able to deliver your ideal retirement
  • Regular, sufficient income and the security of your capital are very important to you
  • You want to ensure an effective transfer of your wealth to your family or chosen beneficiaries when you pass away
  • You may be receiving Centrelink benefits and would like to know how to maximise your entitlements
  • Your legacy is important, and you may be in a position where you would like to use your wealth to assist family members or for philanthropic purposes