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Who we are

We have been a specialist financial planning company for a quarter of a century, with offices in Sydney's eastern suburbs and in Wollongong, in the Illawarra region of New South Wales...

We understand the value in building a long lasting relationship with a professional who will continue to be around to share your journey with you. 

Everything we do is based on our philosophy of taking the time to discover what really matters to our clients.  A lot of the discussions we have are about intangible topics and ‘what if’ scenarios, so it requires a lot of attention, time and care to get right.  Before we start thinking about the services and strategies we can offer you, we take the time to understand;

  • What is unique about you
  • What is important to you, and
  • What is it that you want to achieve in life

The core service we offer our clients is ongoing financial advice, built around principles such as diversification, conservative gearing levels and (perhaps most importantly) regular communication between us and you.  Our advice is not focused on the latest scheme or the flavour of the month, but on time tested and thoroughly researched strategies tailor made to your specific and unique situation.

We understand that everyone is unique with their own dreams and visions, and so is our advice. Life is a journey with ups and downs, and we specialise in creatively and effectively solving your financial challenge and reaping the biggest rewards from your financial successes.
Rather than focusing on managing products we will:

  • Take the time to clarify and understand your core values and life goals
  • ‘Stop the noise’ and help you to focus on the things that matter most to you
  • Give you the confidence  to succeed
  • Give you ability to make confident decisions
  • Provide you with ongoing support and education to enable you to take control
  • Become a partner you can rely on

Read more about our advice process.

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Most Trusted Advisor 2014
Most Trusted Advisor 2015
Most Trusted Advisor 2016
Most Trusted Advisor 2017
Most Trusted Advisor 2018