WHO WE WORK WITH

We work predominantly with pre-retirees and retirees who are looking for a down-to-earth financial expert to guide them as they start to look toward retirement and plan the next seasons of their lives.

We also work with a number of businesses and other organisations advising on investment strategies and surrounding matters.

We take the time to listen to our clients’ needs, understand their circumstances and put in place strategies to secure their financial future.

OUR CLIENTS INCLUDE

  RETIREES AND  
  PRE-RETIREES  

Retirement can be a time where you're freed from the constraints of working, to focus on friendships, family, and your interests. That's why we help you plan your ideal retirement lifestyle and create strategies to help you prepare for the retirement you want. That way you can worry less about money and focus more on enjoying your well-earned retirement. We integrate your investments with tax and superannuation strategies to ensure that all aspects of your finances are working together for you.

  INVESTORS  

Having the responsibility of stewarding a large sum of money can weigh heavily on your minds.  Whether you’ve received an inheritance, sold a property or saved a substantial sum, we can help you see this capital within the bigger financial picture. We'll help you determine a wise investment strategy and guide you on the journey. Our expert advice and regular reviews of your goals and investments will help ensure you steward your wealth wisely.

  ACCUMULATORS  

Even the best laid plans can go awry when the unexpected crops up. We believe in expecting the unexpected, and to ensure there is sufficient protection in the event of an accident, sickness or death. We work with you to create a contingency plan that balances protection of your lifestyle, assets and income with affordability and meeting your cost of living today.