Before setting a strategy to take control of your financial future, it's important to define what’s important to you and your family. In this phase, our trusted financial advisors workshop your life goals and financial position, providing peace of mind that you’re on the path to financial freedom. Here's how we help you set financial goals...

• Financial Goal Setting Workshop

  First things first, let's get to know each other in a goal setting workshop. Our financial advisors ask all the right questions to learn about 'current you' and 'future you'. We'll educate you on key financial concepts and wealth creation strategies, including a Plan A and Plan B analysis. What we cover here will be presented in a comprehensive Discovery Report.

• Create Your Discovery Report

  Our Discovery Report is a factual analysis that encompasses the key considerations and opportunities based on your current financial position. Once we've captured and prioritised your life goals and wealth objectives through in-depth discussions, we create your report outlining the financial metrics you need to hit, and suggest next steps to get you there.

We create holistic financial strategies that take stock of personal debt, improve cash flow, provide investment strategies, minimise tax obligations, grow your business, generate wealth, and ensure you have the right insurance and protection in place. Here's what our strategic financial advice looks like:

• Cash Flow Assessment and Financial Modelling

  Effective cash flow management is a key ingredient in achieving your wealth and lifestyle goals. After assessing your cash flow position, we can model different financial scenarios to help you tackle debt, boost superannuation or other investments, and ultimately achieve your goals.

• Structuring, Finance & Debt

  Getting your structures right is a critical starting point in setting the foundations for growth and wealth creation, both for families and business owners. We can help structure any debt to maximise tax efficiencies and align the debt structure to the plan for your assets.

• Investments & Property

  Access our investment solutions across Australian and international equities, exclusive IPOs, commercial, residential and global property, and more; spanning over 55 markets worldwide.

• Superannuation

  Build and grow your retirement nest egg. Contribution strategies, investment preferences and products play a vital role in achieving your long term retirement objectives. Whether it's an industry super fund or an SMSF , we provide advice for a super future.

• Tax Planning

  Arrange your financial affairs to maximise your after-tax outcome , which can “save” thousands of dollars every year and direct your finances towards what matters to you.

Once we've helped you define your goals, and set a strategy in place to achieve them, we work hard to grow and protect your wealth. Get ongoing investment advice and management, estate planning, life insurance, regular review meetings, reporting and more. Tailor a fixed-fee advice package that works for you.

• Investments

  We create personalised and diligent investment strategies to grow your assets, while comprehensively addressing all aspects of your financial requirements. Our team approach ensures your financial goals are met and exceeded, providing you with the foundations for a prosperous future.

• Life Insurance

  No one likes to think about worst-case scenarios – but they are a part of life. Protect your world from the unexpected with the right level of life insurance , including TPD, income protection and trauma insurance.

• Estate Planning

  Leave a lasting legacy and ensure your wishes are honoured with an effective and considered estate plan. Estate planning is more than making a will, and it’s not just for the wealthy. Talk to our expert advisors about protecting your wealth.

• SMSF Strategy

  Make your SMSF investment strategy an effective part of your overall financial planning and wealth strategy with our holistic approach to managing SMSFs.

It may be a little dry, but it is important! View our Financial Services Guide for all the nitty gritty details about our financial planning offering.