While we’d love to help everyone, our particular skill set allows us to provide optimum value to people who:
Own their home.
Are looking to become (or are) self-funded retirees.
Have investable assets of over $500,000 (including superannuation).
Are accumulating wealth.
Are focused on the portfolio as a whole and not on individual stocks.
Want to manage family wealth.
We’re here to:
Provide clarity and peace of mind around financial goals.
Expertly invest and manage wealth — including superannuation.
Ensure wealth is protected through unforeseen life events.
Reduce the administrative burden of managing wealth.
Collaborate with professional partners — including accountants and lawyers.
Efficiently pass wealth to the next generation.