The only financial advice you can trust is independent advice

We have nothing to sell you. We do not receive any financial or non-financial benefits from any investment recommendations including property, shares, super funds and so on. We do not receive any commissions, referral fees or kickbacks. Our only vested interest is you. Honest advice that is 100% in your best interest.

We have equally robust evidenced-based investment methodologies for all asset classes including residential property, shares, bonds and commercial property. We believe that most people should have exposure to most of these asset classes.

We only work with clients ongoing because we know that long term value is created through great relationships, not great transactions. Therefore, if you are not looking for a long-term relationship, just a bit of once-off advice, we are not the firm for you.

Our financial planning services is called Wealth Coach. Click here to learn more and download our brochure which included our fees.

If you would like to have a confidential and obligation-free discussion, please contact Kristy Dishon.

 Some of the services we offer

Mortgage advisory and broking

– First home buyers
– Refinance to save money or access equity
– Purchase a home or investment property
– Debt consolidation
– Loan structuring for cash flow and tax purposes

Insurance advice

– Income protection insurance
– Life insurance
– TPD insurance
– Trauma insurance

Fee-for-service (commission-free)
financial advice

– Full financial plan
– Review of superannuation
– Share investment strategies
– Property investment strategies
– Ongoing financial coaching
– Cash flow management

Tax advisory & accounting

– Individual, company, trust income tax returns
– Establish company/trust/SMSF
– Look after all SMSF compliance (tax returns, etc.)
– Business accounting and tax advice
– We specialise on looking after property investors and medicos

BUILT ON REFERRALS

We work very hard to earn referrals and they are always treated with the utmost professionalism, confidentiality and respect. We welcome referrals from clients, aligned businesses and professional associations.