WE BELIEVE A HOLISTIC APPROACH MAXIMISES VALUE

Our goal is to help our clients achieve their financial and lifestyle goals in a safe and efficient manner. We believe the best way to achieve this is to adopt a holistic approach. This is, all advice you receive (be it tax, financial, lending and so forth) must ultimately help you achieve your financial and lifestyle goals. This disciplined approach means that no opportunities or risks slip between the gaps thereby maximising the value of advice.

Our clients have the peace of mind knowing we take full responsibility for proactively looking for financial opportunities for them. Our taxation, financial planning and borrowing experts all sit around the same table sharing ideas about how to help. This collaborative approach means that the right hand knows what the left hand is doing.

We do not receive any commissions, referral fees or any financial or non-financial benefits from recommending investments to our clients. This ensures we have no conflicts of interest – allowing us to put their best interest first. We sit on your side of the table.

Our holistic approach allows us to call upon four service lines to help our clients:

Independent Financial Advice

We help our busy and successful clients invest their wealth using evidenced-based, low-cost and proven investment strategies. We have decades of experience and a proven track record with investing in almost all asset classes including direct property and shares, which is rare as most firms tend to specialise in one or the other. Most importantly, we don’t have any vested interest in what our clients invest in. We are completely independent. Click here to learn more.

Taxation & Business Advice

A common complaint about many accountants is that they do not offer proactive advice. It is our focus to ensure our clients never say that about us. Our systems and processes are designed to ensure we are constantly asking ourselves, how can we help our clients improve their financial results. Most importantly, we have our own credit and financial advisory licenses, so there are not barriers to the scope of advice we can provide. Click here to learn more.

Mortgage Advisory & Broking

Maximising our client’s access to borrowed capital in a safe and prudent manner helps them achieve their personal and financial goals. This is our predominant focus – making sure debt is used as a means to build wealth. Click here to learn more.

Personal Risk Insurance Advice

As the saying goes, we must plan for the worst but hope for the best. This extends to taking steps to protect our assets and our loved ones. We help our clients ensure that any personal risk insurances (such as income protection, life and TPD) are structured as efficiently as possible. Click here to learn more.

If you would like to have a confidential and obligation-free discussion with us to explore whether we are the right firm to help you, please do not hesitation to contact us by phone or email.

 Here are some of the services we can offer you

– 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
– Income protection insurance
– Life insurance
– TPD insurance
– Trauma insurance
– Full financial plan
– Review of superannuation
– Share investment strategies
– Property investment strategies
– Ongoing financial coaching
– Cash flow management

– 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.