Wealth management that builds prosperity.

Planning, actioning and tracking a set of strategies to optimise your savings and assets so you can reach your goals efficiently. We use straightforward, risk-aware and tax-efficient strategies to build lasting wealth.

• Contribution strategy
• Fund selection
• Asset allocation
• Underlying investment portfolio construction
• Starting a pension
• Decisions on starting and running a Self-Managed Super Fund (SMSF)

We design tailored investment portfolios that reflect your objectives, risk appetite and values. Exposure may include, when appropriate, Australian and international equities, property, bonds, credit, cash, currencies and infrastructure.

We offer access to both traditional and ESG (Environmental, Social and Governance) portfolios, allowing you to align investment choices with what matters most to you.

While we don’t provide specific buy or sell advice, we offer strategic guidance to ensure every property decision fits within your financial plan.

We’ll help you think through the broader implications of decisions to:

• Purchase or sell a home or investment property
• Switch between home and investment property use
• Rent or retain existing properties

Our clients value being able to sit with our wealth, tax and lending specialists together – connecting the dots across cash flow, debt and tax outcomes before making key property moves.

We’ll help you identify your level of excess savings, without judgment and advise on the most effective way to allocate it. That might mean reducing debt, building liquidity, contributing to super, investing or simply rebalancing your approach. Every decision ties back to your holistic wealth plan.

Creating wealth is important. Protecting it is essential.

We ensure your assets and income have safeguards in place, so you and your family can move forward with confidence. Often the strategies that create wealth are different from those that preserve it. We make sure both are considered.

Insurance options include:

• Life Insurance
• Total and Permanent Disablement (TPD)
• Income Protection
• Trauma Insurance
• Business Insurance / Key Person Cover

Your wealth should support future generations, not complicate their lives. We work alongside experienced solicitors to ensure your wishes are clearly documented and your affairs are structured for protection and efficiency. This includes planning for incapacity, managing wealth transfer and ensuring a smooth estate administration process.

If you don’t have a solicitor, we can connect you with trusted professionals from our curated network, matched to your needs.