Rising Stars

You are growing a Business, making your way to being in a Leadership position, or looking to specialize in your industry or profession.

You don’t know what is and isn’t possible. Here’s the process we follow to give you strong direction:



Your future is bright and we want to know all about it.

We find out where you’re headed, what is driving you and what you want to achieve at work and at home.

By the end of this meeting, you will have more clarity about the future and you will know if we’re the right firm for you.


We do detailed financial modelling to show you what is and isn’t possible and answer complicated questions like how much you can spend on the family home and how much you can spend on lifestyle items like travel, education, and car upgrades.

We will create between 4 and 12 scenarios so you can see that all options are being considered.

You will end up with one plan which gives you the confidence that you know what you need to do to get the things you want.


We need to make sure you have the basics in place – insurance to protect your family and your investments and superannuation are smart and strategic.

We make sure that all this gets done so that you are set up for success.



In our ongoing partnership we:

  • Deal with the technical boring stuff so you don’t have to.
  • Keep you financially organised.
  • 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.
  • Keep you accountable for what you need to do.
  • Provide strong direction and leadership.
  • Review the investment strategy to ensure it continues to make sense.

If you don’t see value in these then you might not need us.