We’re not your typical financial advisers. Because we don’t have typical clients. In fact, we don’t believe they exist.
You’re not just a client. You’re a human being — a unique individual with your own set of challenges and opportunities. Our job is to craft a financial plan that fits snugly into your own special situation.
How we get paid
Our business model is simple, straightforward, and 100% transparent. We have one source of income, and that source is you. We don’t take commissions, kickbacks, or any kind of financial incentive from the banks. Why? Because we don’t work for the banks. We work for you.
The bona fides
Over the years, our superstar team has been recognised with various awards and accreditations. These are a few of the highlights:
- Certified Financial Planner (CFP®)
- FSPower50 – 50 Most Influential Advisers in Australia 2020
- FSPower50 – 50 Most Influential Advisers in Australia 2021
- FSPower50 – 50 Most Influential Advisers in Australia 2022
- AFR Smart Investor Top 50 Masterclass
- Telstra Business Awards finalist
- AMP University Challenge
- Young Leaders in Finance finalist
- FPA Paraplanner of the Year finalist
- IFA Paraplanner of the Year finalist
- Women in Finance Scholarship recipient