Australian Professional Practice of the Year 2019

Award-winning financial planning advice in West Perth as recognised by
the Financial Planning Association of Australia, for a second time.

Our advice stands out from the rest.

We take culture seriously.

The highest-ranked wealth management or financial planning firm, and highest-ranked WA-based business on the list. Join our award-winning team.

Evidence-based investment planning and management.

Take our advice. We do. It’s based on decades of academic research and Nobel Prize winning thinking.

Comprehensive estate, legacy and insurance advice.

Stop worrying about life’s what-ifs.
Start getting on with life and ask ‘What next?’

Creating wealth is important, but unless it’s built and managed with purpose, all the money in the world won’t lead to a richer, happier life.

That’s what matters, and it’s what sets us apart from other financial advisers and wealth management firms. Instead of simply focusing on the numbers, we focus on you, your family, your values, your life, your goals and creating the Wealth Map you need to live your best life.

With clarity. With certainty. With confidence. In conversation. 

Whole-of-life wealth planning

From defining your values and life goals to planning your retirement and dealing with life-changing events, our unique brand of goals-focused wealth planning isn’t just about creating wealth. It’s about creating clarity, certainty and a richer, more fulfilling life.

Evidence-based investment management

Take the stress and ambiguity out of investment planning. Invest strategically, preserve your wealth and reap the rewards of personalised, optimised portfolio management, all based on decades of academic research, Nobel Prize winning thinking and your Wealth Map.

Comprehensive legacy and estate planning

Leave your family with fond memories and an enduring, meaningful legacy, not confusion and the potential for conflict. Have the right conversations today and create a clear estate plan, so you can get on with enjoying life.

Bespoke insurance advice

Stop thinking about personal and business insurance as a necessary evil, and start enjoying the peace of mind that tailored cover provides. When the what-ifs are taken care of, you can get on with life and start asking ‘What next?’

How much do you need to invest to be set for life? One hour.

Complimentary yet priceless.

Experience tells us that a one-hour conversation about the important stuff – like your life, your family, your dreams – is enough to change your life and the way you think about, manage and grow your wealth. Forever.  Contact us for your wealth map session in West Perth.

Tap into our wealth of wealth planning expertise

We love sharing our whole-of-life wealth planning and management insights. And rest assured, our advisers have plenty to share, based on decades of academic research and Nobel Prize-winning thinking.

For private wealth management in Perth, contact us today. Future you will thank you for it.