Since 1999, we have had thousands of conversations with affluent, successful families. We understand the complexities of wealth and how it impacts family life. We are independent financial advisers, meaning we are objective, impartial, and on your side.
Our firm is owned and led by the people who work here, meaning we are accountable to you for everything that happens. Our principals are a talented group of professionals who lead with compassion.
We have twice been recognised as the Best Professional Practice in Australia, awarded by the Financial Planning Association of Australia. To date, no other financial planning firm has achieved this.
In addition, two of our Principals, Michael Hayward and Kathryn Creasy, have been recipients of the highly prestigious award, Certified Financial Planning Professional of the Year, also awarded by the Financial Planning Association of Australia.
Your Financial Advisers
We have worked with three generations of clients, providing deep insight into the needs of affluent families. Along with offering advice, we also deploy a time-tested framework to give you step-by-step certainty.
Is it time to try a new approach?
Everything we do is based on meticulous research and evidence. Our investment philosophy has a twenty-year track record of providing systematic and reliable outcomes for investors.
Do your investments need a second opinion?
Our friendly, approachable and highly skilled people are behind every great outcome we achieve for our clients.
Experience a refreshing commitment to teamwork, collaboration, and accountability.
It’s one thing to claim excellence but being certified by CEFEX – the leading fiduciary standards organisation in the world – is proof of that standard.
Partner with a truly excellent team.
Our culture is defined in four very simple words.
Think. Do. Live. Play.
When you work or partner with us, you’ll understand why.
Start Your Journey
If you’re looking to understand and achieve your true prosperity, we are here for you.
Discover your true values, goals, and priorities and how these can drive you forward.
And don’t seek to just maximise your return on investment… Choose to also optimise your return on life.
For trusted financial and investment planning advice, reach out to our friendly team today. We aim to respond to all enquiries within two business days.
