Our Values

Purposeful Life

We live by the principles of Ikigai; we encourage and help create life with meaning. We educate our clients to enjoy their lives and in doing so, they can relax knowing that their financial life will be taken care of.

Financially Confident

Mindset is everything.
We believe in bringing a positive mindset to money and in doing so this ensures our clients have peace of mind knowing that they can live a comfortable life.

Helping Life’s Challenges

We are problem solvers and are dedicated to helping people navigate life’s challenges. We are trusted advisers offering support, education, and solutions to all of our clients unique circumstances.

Our Services

Investments

Retirement

Risk Insurance

Centrelink

Superannuation

SMSF

Meet Our Team

The Team

Jennifer
GradDipFPParaplanner / Senior Technical Officer
Kelly
GradDipFPDirector / Financial Adviser
Kelly
Receptionist

What Our Clients Are Saying About Us

  • “WOW that’s amazing the current values are actually a lot more than I thought, got to be happy with that. Thanks so much again Hun for all your help I think it’s been a worthy move for sure.“
    Skyla

  • “A small token of my appreciation for you great efforts recently in helping me otain the Age Pension, from completing the application form for me to ensuring my application was approved and that I received all benefits to which I was entitled. I still cant believe how simple and easy the whole process was, and how quickly my application was approved, all of which I put down to your professionalism and how thorough and detailed you were in completing my application for me, and with every step in the whole process. I was absolutely over the moon with how you kept me fully informed every step of the way with how my application was progressing, what to expect next and so on. I never once wondered what was going on – you always ensured I knew”
    John

  • “More than happy with my retirement investment outcomes thus far”
    Irene

Our Pricing

Meet

First appointment $350

Discussion with you to clarify your goals, work through your financial priorities and increase your financial knowledge. This session may be stand-alone as an opportunity to increase your financial knowledge or become the first step towards addressing and establishing your financial plan.

If you proceed with our advice, we may reduce our implementation fee by the cost of the initial consultation meeting.

Receive

Initial strategy from $4,800

Once we uncover what’s important to you and where we can assist, we workshop the numbers.

Behind the scenes we review and compare strategies to create a road map to financial freedom.

We present this to you as comprehensive advice and implement your strategies.

Review

Service packages from $320 p/m

To ensure the continued success of your strategies, that they keep pace with changes in your circumstances and the financial environment, it’s extremely important to constantly review and tweak.

The fee for this service varies and is dependent on the level of support you require and the complexity of your personal situation. We discuss this aspect of our service with you during the initial advice.

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

Recent Diary Notes