INDEPENDENT FINANCIAL ADVICE

SET YOUR GOALS

The first and most important step in the process. Once set, we can plan to achieve them.

ASSET ALLOCATION

Asset allocation rather than security selection is the most important investment decision.

PROPERTY INVESTING

We help you invest in residential, commercial, and industrial properties.

INVESTMENT REVIEW

We review your portfolio and analyse your investments effectiveness.  

STRUCTURING

We help you choose the right structures for your investments to maximise profits and protection.

BOND INVESTING

Bonds and fixed interests investments can create safe income for over the long term.

 PORTFOLIO CREATION

We help construct a portfolio that will create long term returns and achieve your goals.

SHARE INVESTING

Buying shares in business is fundamental for long term wealth creation.

ALTERNATIVE INVESTING

We can help you understand and choose alternative investments that can suit you.

Create and build wealth​

With interest rates at lows it is more important than ever to invest in growth assets in order to create and build your wealth. Cash and fixed interest investments are barely keeping up with inflation. Growth assets, which consist of shares and property are the still returning.

Put your money to work

Money in the bank is safe money but it's also lazy money that isn't  working for you. It is actually shrinking in value due to inflation.

​

Without investing we need to continue to work to produce an income. You need to convert that time that you are working into owning assets which produce an income. Eventually you will own enough assets to replace your working income.

Investment Strategy​

Many investment strategies are flawed and based on myths. Too many advisers try to employ active management tactics that have been proven to be ineffective in beating the market average. 

Understand the risk

Risk and return are interlinked relationship between investments. The higher the return the likeliness of more risk. However, this is for efficient investments. Some investments are not efficient and have more risk without the required rate of return to justify that risk. That is why it is important to understand the risk in assets.

Independence

We are one of the rare independent financial planners in Australia. 

Technology

We continuously improve our services to make your life easier. 

 Expertise 

We are all degree qualified in our field. We have decades of experience and training.

Quality

We pride ourselves on our advice because we take the time to get to know you.