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.

You’ve worked hard to get to here, but you don’t have a plan which shows you how much you can spend and whether you’re invested the right way.

We work with self-funded retirees, but we’re not the right fit for everyone. If you’re looking for a one-off piece of advice, don’t face at least some financial complexities, or aren’t open to strategic planning, we may not be the right fit.

We specialise in working with those who are serious about long-term success and committed to making smart financial decisions.

Here’s the process we follow to give you confidence we can help:

Strategy Consultation

We spend time getting to know each other. We find out where you need help and support and how you want to help others. You gain insight into how we do business and whether we’re the right firm for you.

Strategy Analysis

We do financial modelling to reassure you that your money will last a lifetime without taking unnecessary risks. Creating a number of scenarios shows you the options you have to help your family and/or the community. We also run through our strategy checklist to ensure you are taking advantage of all your opportunities.

Advice and Implementation

We focus on your investments to ensure that they are appropriately invested to meet your lifestyle through retirement. We help ensure that your estate planning needs are in place.