Ready to weather the storm?

You put your own oxygen mask on first, so you can help other people, and that’s what we help you do. A solid financial footing provides certainty and security, allowing you to weather the storm and look after everyone else. 

Here’s our definition of family wealth management.

Whether it’s your children, partners, siblings or anyone you care for, really, we find that looking after others is an important factor in most people’s desire for financial security. It’s quite heartening actually, and we can help by putting the right amount of insurance in place, to ensure financial certainty continues, no matter what.

So that’s family wealth management, taking you from wherever you are right now, to a place of abundance, security, and certainty for the ones you love too.

Ready to weather the storm?

You put your own oxygen mask on first, so you can help other people, and that’s what we help you do. A solid financial footing provides certainty and security, allowing you to weather the storm and look after everyone else. 

Here’s our definition of family wealth management.

Whether it’s your children, partners, siblings or anyone you care for, really, we find that looking after others is an important factor in most people’s desire for financial security. It’s quite heartening actually, and we can help by putting the right amount of insurance in place, to ensure financial certainty continues, no matter what.

We can also help with wealth preservation and estate planning, so everything you’ve worked so hard to achieve goes to the right people, as seamlessly as possible. Education is often part of this picture too, and if you want, we can help dependents make informed decisions with the legacy you’ve left them.

We’ll work with you in wealth creation, developing a range of strategies that fit your specific situation. We’ll consider investments, property, securities and government bonds. We’ll look at your superannuation and make sure it’s delivering what you need, uncover any rollovers, look at retirement savings accounts and deposit products. 

Nothing’s off the table as we examine your unique financial situation from a high level, and make suggestions on how to create the wealth that you need, to live the life that you want.

We become your principal advisor, at the centre of a range of specialists who’s expertise we use when required. We often work closely with buyer’s agents, solicitors, accountants and mortgage brokers, and we’re happy to work with your existing contacts here, if you want.

And if you need us to keep you on track towards your goals, we can do that too. Guiding you towards good financial habits, and preventing you from falling into the traps that are often too easy to fall into.

So that’s family wealth management, taking you from wherever you are right now, to a place of abundance, security, and certainty for the ones you love too.

So that’s family wealth management, taking you from wherever you are right now, to a place of abundance, security, and certainty for the ones you love too.

One-off projects

Having said all of that we also love a curveball now and again, so if you’re faced with a particularly tricky situation and can’t seem to find a way through, please let us know. We’ll do our best to help, and if we can’t actually do it ourselves, we’ll probably know someone who can.

“ It was a big wake up call, really, knowing what we should be doing with our money. The process was easy to follow, we feel much more comfortable… and we can definitely work towards something now.” – Frank & Craig, Business Owners

      > More testimonials here