Our focus is working with singles, couples, singles or couples with kids,
those just starting out and those more well established.
Generation Y is the first generation in recorded history which is projected to be worse off than those which came before.
But who are the millennials?
Change your relationship with money through relatable &
easy to understand financial advice.
Managing finances is complicated. We make it simple.
Ready to get financially sorted?
Successful advice outcomes require a team approach.
We work closely with other key professionals, including accountants,
mortgage brokers, and solicitors for a collaborative, holistic approach
designed to improve certainty in your financial life.
"Financial advice should be a two way, collaborative process."
We want to get to know you and find out what your unique goals are for the future. Don’t expect to just talk money stuff. Our holistic approach means we are interested in your goals for life, not just your bank balance.
Like so many of our clients we love technology, so we offer all
our meetings virtually on Zoom.
Have a few questions before booking a meeting?
Book an introductory call to learn more
WHAT WE DO
Whether through cash flow and budgeting, purchasing a home or investment, starting or growing your investment portfolio, protecting your lifestyle and future with insurances, or setting up for your future retirement.
We've got you covered with the following range of services designed to suit you and your goals.
Cashflow management, debt reduction strategies and budgeting tools.
Your Backup Plan
A strategy for the unforeseen events like injury, disability, serious illness or death.
Minimise your tax implications by effectively structuring salary, super contributions, investments and insurance.
Property, direct shares, managed funds, ETF's, managed portfolios and more.
Tailored super solutions, compare fund performance, salary sacrifice strategies and more.
Giving you confidence that your wishes for the future are secure. Things like Wills & Power of Attorneys.
Ready to get financially sorted?
1. We understand your challenges because we're Milliennials too
2. Easy to understand and relatable advice, uncomplicated!
3. Virtual meetings for busy lifestyles
4. We love a nice suit, but we prefer to keep things casual
5. We're there for the whole journey with the option of ongoing advice
What they're saying...
Damian Gledswood Hills NSW
"James always makes things easy to understand and his knowledge and expertise is clear to see. He was able to give us advice on our cashflow and long-term savings plans, as well as my superannuation which was in need of review.
Thank you for your knowledge and expertise James."
Nadia Leppington NSW
"The advice and expertise we received was invaluable to my partner and I when it came to setting up our self-managed super fund and insurances. James took something complex, and made it super simple. He really listened to what we needed and went out of his way to help find the best solutions for us."
Julianne Baulkham Hills NSW
"James was thorough and professional in advising and assisting us to organise our finances. This included a spending plan, setting up an investment and super portfolio and our insurances. He educated us along the way and explained everything in terms that we could understand.
I would happily send my family and friends to James."