We are a 100% privately owned financial planning business based in Barangaroo, Sydney. Passionate about helping our clients achieve financial freedom, we work with private individuals, helping them define their goals and work towards them in a long term, mutually beneficial partnership.
Everyone has a different financial journey. We pride ourselves in working closely with our clients to define their individual goals and evaluate trade-offs in order to develop a plan that helps our clients achieve their desired lifestyle and provide peace of mind knowing that the financial house is in order.
We approach financial advice holistically as there is no one individual component that can make all the difference. Disciplined savings, regular spending patterns, tax efficient structures, a sound investment approach, protection in case of unexpected events – your financial life is made up of a large number of individual elements and variables that all need to be orchestrated into a cohesive bigger picture and aligned behind the objectives you would like to achieve. Accordingly, we work best with clients who are committed to consistently work towards their desired long-term outcomes and who would like us to be their partner on their financial life journey.
Being a privately owned business, we have no vertical integration or ties with any product provider, and we operate on a fixed fee basis with strictly no commissions, volume payments or any form of remuneration other than the fixed fees agreed with our clients.
We are pleased to have recently been awarded ‘Top Retirement Planning Services Provider in Australia 2023’ by Manage HR Magazine, ‘Best Financial Planning Business 2023 & 2024 in New South Wales’, ‘Client Care Excellence Award 2023’ and ‘Excellence Award in Superannuation & Retirement Planning 2024’ by APAC Insider.