Discover the benefits of working with us

Our work really does change the lives of clients by helping them achieve their financial dreams, and it does it in the right way. Money isn’t the be all and end all but having financial security does help us live with less stress and more choice. That’s ultimately what we help our clients achieve.

Fiercely independent

We are 100% independent with no affiliations or kick backs from other institutions. We are very proud to have our own Australian Financial Services Licence (AFSL 386039), which means we are not aligned to any large institution, we can provide flexible options to you and we don’t have to try to “sell” you anything. 

Our clients are number one

We work with you based on your terms – whether that means meeting you at home, setting up an online meeting, or welcoming you into our North Melbourne office.

Increasing financial certainty

Education is a very important part of understanding your options available and what is possible for your long term financial plan. We break down complex information to simple, short, easy to understand pieces so you can feel clear and in control about your finances, no matter the situation.

Less stress, better quality of life

Our clients feel less stressed and more secure knowing they have control over their finances and measures in place should anything happen.

Qualified and experienced

Our financial planners hold the Certified Financial Planner designation (CFP), a qualification that requires both experience and education requirements. We also complete the ongoing training requirements that are compulsory to maintain this qualification. Plus, we have 20 years of experience in the industry.

Simple, transparent fee structure

We prefer to charge a flat fee based on the work and time involved. This fee is independent of whether you are investing any money or putting in place any financial products.

We'd love to find out more about you

Send us an enquiry