We are values-led and care about doing the right thing

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

What we stand for

A framework for your success

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?

Our investment philosophy

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?

Meet the team

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.

Fiduciary excellence

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 values

Living by our values

Our culture is defined in four very simple words.

Think. Do. Live. Play.

When you work or partner with us, you’ll understand why.


Think beyond self

  • Genuinely care for people
  • Listen and act with heart
  • Service above self
  • Help, go the extra mile

Do the right thing

  • Do what you say
  • Take responsibility
  • Be open, honest, and fair
  • Have conversations that matter

Live above the line

  • Have a growth mindset
  • Commit to learn and grow (your and others)
  • Bring your best
  • Look for better ways to do things

Play as one team

  • Lean into challenges
  • Speak up, participate, and collaborate
  • Play to your strengths
  • Ask for help when you need it

Start Your Journey

Are you ready to board your path to true prosperity?

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.

Plan your future
Get in touch

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.

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