You are a Corporate Leader, a successful Small to Medium Business Owner or a Leading Specialist in your industry or profession.

Making financial decisions is painful because there are too many options to consider.  Not taking action is costing you time and money.  Here’s the process we follow to support you:



We spend time getting to know each other.

We find out what is driving you, where you need help and support and what success looks like to you.

You gain insight into how we help clients and whether we’re the right firm for you.


We do detailed financial modelling to show you when you can make work optional (or start to ease up) and how you can take care of the family.

We create multiple scenarios so you can see that all options are being considered.

You will end up with your tailored plan which shows you what you need to do to get the things you want.


You will no doubt have a lot of this boring stuff like insurance, wills, superannuation and investments in place.

We provide advice on what needs to be changed or improved so that you are set up for success.



In our ongoing partnership we:

  • Provide strong direction and leadership.
  • Act as a sounding board, bouncing around ideas and getting creative.
  • Ask hard questions when it is required.
  • Ensure you understand all the options available to you.
  • Deal with the technical boring stuff so you don’t have to.
  • Keep you financially organised.
  • Keep you accountable to what you need to do.
  • Review the investment strategy to ensure it continues to make sense.

This working relationship gives you the greatest probability of achieving your goals.