Independent Financial Adviser Brisbane | Melbourne

Are you lacking
financial direction?

We help high achievers make smarter decisions with their money.

Who can
you trust?

We are truly independent.
We don't believe advice can be
given any other way.

Are you happy
with your investments?

Our investment philosophy
targets higher expected returns.

“Being an independent financial adviser means they only work for us, and I think we’re getting the best advice we can get”

– Tom and Louise, professional couple

“When it comes to retirement, you need to deal with people who can give you a plan to move forward.

To me, the independence of the people behind that plan became paramount”

– Brian, retiree

We support the PIFA Gold Standard of Independent Financial Advice

Strategy Analysis – A real financial plan from a truly independent financial adviser

Who we help

Leaders

You are a Corporate Leader, successful Business Owner or Leading Specialist in your industry or profession. You don’t have a plan, which means you don’t know when you can make work optional or whether you’re making the most of your opportunities.

Humble Achievers

You have achieved financial independence. You want to pass the burden of financial management to someone you can trust, so you can focus on living your life.

Financial Phobics

You have little interest in financial matters. You are confused and frustrated by the responsibility of wealth. You need someone who is reliable, dedicated and trustworthy.

STRATEGY ANALYSIS

We use financial modelling to show you options and strategies to illustrate what is and isn’t possible and provide answers to complicated questions.

ADVICE & IMPLEMENTATION

We work with your other trusted professionals and help implement the necessary changes to help improve your financial position.

ONGOING PARTNERSHIP

We provide ongoing independent financial advice, care and support to ensure that when things change you continue to feel confident, secure and excited about the future.

STRATEGY ANALYSIS

Very few advice firms in Australia have the skills to do this.

This is your one page plan to success. It is detailed, tailored to your situation and shows you what you need to do to get the things you want.

INVESTMENT PHILOSOPHY

Our investment strategy targets investments with higher expected returns.

It is robust, proven, and low cost which means you will always get what is rightfully yours plus more.

INDEPENDENT FINANCIAL ADVICE

Working with an independent financial adviser means we sit on the same side of the table as you, are completely objective and can explain all your options without bias.

We don’t believe advice can be given any other way.