Take control of your financial future

Expert planning is the key to financial freedom. Our financial planners in Sydney provide tailored advice designed for long-term success. We prize the relationships we build with our clients, and look forward to building your financial future together.

How we work together

  Initial complementary meeting

We get to know each other, and set your goals and objectives. We’ll review your financial position, and work towards a strategy to help you meet your short, medium and long term goals. And of course, we’ll answer any questions you might have, so you can make sure we’ve got your needs covered.

  Develop and implement a financial strategy

We develop a strategic financial and investment plan tailored to your needs. This plan is contained in a document called a Statement of Advice. It’s our job to make sure your Statement of Advice is clear and easy to understand so you can approach your financial future with confidence.
Once we’ve finalized your plan together, we put it into action. We take care of the paperwork and complexities so you can reclaim your time.

  Review and Ongoing Care

We consistently monitor and review your strategy and portfolio to make sure it’s up-to-date, and continues to meet your goals and objectives. We are available at any time to give you the peace of mind that you have experts on-hand to help you through any issues that may arise.

Your Wealth Journey

We work with you long-term to meet your financial goals, and as your life changes, so will your financial needs.

We’ll be with you every step of the way.

Our Expertise

◎ visit our offices

With four offices located around Sydney, including the Sydney CBD, it’s easy to arrange an appointment that suits you.

Sydney cbd

Level 12
95 Pitt Street
SYDNEY
NSW 2000

neutral bay

Level 3
156 Military Road
NEUTRAL BAY
NSW 2089

PENSHURST

3 Laycock Road
PENSHURST
NSW 2222

SUTHERLAND

Level 3
3-5 Stapleton Ave
SUTHERLAND
NSW 2232

02 9580 9166

[email protected]
PO Box 200, Penshurst, NSW 2222