What We Do

Our services are built on the premise that no one has the same needs or circumstances and that a hands-on, customised approach to financial planning, advice and support is the only way.

We build real relationships with our clients and manage the whole process personally.

With us, you don’t get hand-balled from the lending adviser, to the superannuation adviser, to the insurance adviser to the taxation adviser.

Another thing that sets our service apart is that we don’t charge based on your net worth. A lot of advisers base their fees around a percentage of your superannuation total for example. We work out your current financial position, where you want to be and talk through our fees based on your individual needs to ensure that everything we do adds value.

Sometimes the industry gets in its own little world and thinks everyone understands what are some pretty complicated strategies and functions of the finance system. Because we don’t charge by the hour, we take the time to help you learn about and understand the philosophies we’re using to help you achieve and take ownership of your financial freedom.

cash flow

We work with you to make sure your personal cash flow is profitable.