We exist to improve our clients’ lives.
We believe that clients need to clearly understand where they are heading and why. We ensure each client has a clear roadmap to achieve their goals.
Our commitment to act honestly, ethically and with integrity are values which will deliver you peace of mind, security and knowledge that your future is financially rewarding.
Our fee for service approach reflects this honest and fair outlook. Any work or service we provide is priced up-front. Unlike many other financial planning firms, our fee is not based on the amount of money you invest, income derived or commissions, this means we won’t discriminate based on your wealth.
Our services include self-managed super funds, investments, savings plans and property. We also work with clients who own family businesses and require succession planning and/or business coaching.
Catapult | ED: Next Gen - Podcast
The purpose of this podcast is to provide education to 18 to 35 year olds on the basics of financial planning and wealth management, to ensure they are set up to manage their financial future.
Top 10 Reasons of Family Business Conflict
Want to know the top 10 reasons for conflict in family businesses and how to avoid them?
Pass the Baton - Podcast
The purpose of this podcast series is to educate agricultural businesses (farmers) on how to work through generational transfer of farms.
The goal will be to see farmers “pass the baton – not the buck!’.