About us

Discover why the best wealth solutions start with life conversations.

Our intergenerational team

Meet the people behind the impressive qualifications. Find out why we’re all invested – figuratively and financially – in our evidence-based approach to whole-of-life wealth, investment and legacy planning. And rest assured that, as you move forward with life, we’ve got your back.

How can financial advice help you?

Think of us as your GPS for a world of wealth, investment and retirement planning options. Discover how we’ll draw on the best academic research to bring clarity to your financial life and create a tailor-made wealth solution that puts your mind at ease and a smile on your face.

Allow us to take care of the complex business of financial planning, investing and wealth management.

Find out about our fiduciary approach and why it means we always put your best interests first. Read about our rare CEFEX certification and our private-ownership model, both of which ensure you receive honest, tailored, insightful advice and access to a world of financial insight and opportunity.

Our investment philosophy

Enjoy the lifelong benefits of dealing with a firm whose principals have principles. Find out why we’ll talk to you about life first, and wealth second. And learn how we’ll not only uncomplicate your life, but actively help you live a richer, happier one by building your wealth with purpose.

Our award-winning reputation

When our clients recommend us to friends – which they do, often – that’s all the kudos and validation we need. It’s the ultimate proof that our solutions, our financial advice and expertise are exceptional. But we’d be lying if we said we didn’t get a little thrill every time we win the acclaim of our peers, too.