Financial advice and wealth planning

Navigating major transitions on your own is tricky. Emotions run high, tax complexities arise, tough decisions need to be made.

Change brings uncertainty but also opportunity. Let me clear up the doubt so you can seize the potential, move ahead with clarity, and enter this new chapter with financial confidence.

Our services provide the insight and roadmap to help guide you through life's big changes – without money worries holding you back.

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Areas we can help

Strategic financial advice

Together we'll cut through the clutter to define your goals, create a financial roadmap, and provide ongoing guidance so you make all the right money moves.

Wealth management & investment advice

We'll develop an investment strategy in line with you values, goals and 'sleep at night' factor. Wealth management also includes implementing the investment plan, continuously monitoring performance, and making adjustments to optimise your portfolio over time.

ESG Investment advice

Invest in causes that matter. We'll build your portfolio with companies who uphold environmental, social and governance values important to you - so you profit with purpose.

Superannuation advice

Your super is easy to neglect but has huge potential. We'll ensure it's invested right and structured to your advantage so you can maximise this wealth-building asset.

SMSF investment advice

SMSFs offer benefits of more control, flexibility and investment choice. We can advise if a self-managed fund makes sense for you and develop an investment strategy specific to your SMSF.

Retirement planning

Picture your ideal retirement - now let's make it happen! We'll create a plan tailored just for you so when the time comes, you can retire comfortably and filled with possibilities. This is a very important piece of financial advice.

Personal insurance advice

Be prepared if the unexpected happens. We advise in: Life insurance, TPD insurance, Trauma insurance, Income Protection, Business Expense Cover, Key person/man insurance for buy/sell agreements. We also provide claims support and claims services

Inheritance advice

Inheriting wealth or passing it along brings complex questions. With our expert guidance, we'll make this emotional transition smooth through education, tax optimisation, and estate planning advice.

Divorce & separation advice

Untangling finances during divorce is tricky. We work with your lawyer to negotiate and structure settlement, budgets, property splits and more - so you can move forward on solid financial footing.

Debt management advice

Feel weighed down by debt? We'll provide a plan to tackle it - restructuring loans, consolidating accounts, accelerating repayment. Break free of debt's grip for good.

Tax (financial) advice

Take advantage of every deduction and tax optimisation strategy possible. Our advice minimises what you owe while maximising what you keep. Pay only your fair share.

Business succession planning

When the time comes to exit your business, we'll make sure it's structured for a smooth ownership transfer so your life's work continues while securing your financial future.

Margin lending

Boost buying power and diversity with strategic margin lending that unlocks equity in existing assets. We ensure proper structuring so you borrow and invest wisely.

Estate & succession planning

You built a legacy - now protect it! We guide you in estate planning so your wealth and assets are handled exactly as you intend for generations to come.

See who we help

How it works

1. Chat

Schedule complimentary 20-minute phone call or virtual chat to see if we're the right fit to help you.

1. Chat

2. Get to know you

In a more in-depth meeting, I'll learn all about your unique circumstances and priorities. This ensures my recommendations are tailored to you.

This step can be one, two or three meetings depending on the complexity of your situation.

2. Get to know you

3. Map your plan

Now for the fun part - I'll crunch numbers and research to map out practical steps for achieving your financial goals. Expect a fit-for-you financial plan with actionable steps.

3. Map your plan

4. Make it happen

We'll implement your financial plan - from investments to insurance and beyond. Our team will handle all the details to turn the plan into reality.

4. Make it happen

5. Check-in and progress

When you become a client, you gain an ongoing financial partner. We'll periodically review and adjust your plan in response to life changes and market shifts.

5. Check-in and progress
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