At the heart of our business lies a strong connection with our clients and
an unwavering commitment to doing things differently.
We pride ourselves on providing a distinctive experience that goes beyond the ordinary, redefining what clients can expect from financial advice. Our clients anticipate not just excellent service and advice, but a unique approach that sets us apart.
Regardless of where you are in your financial journey — whether you're starting out and laying the foundations, forging a pathway to wealth, approaching retirement, or about to retire in style —
we stand by your side, adapting to each life stage and evolving financial landscape.
Most people start off with no direction, no plan and no strategy.
Our aim is to take action, set the Perfect Foundations.
Pathway to Wealth
A proven and award winning, step by step financial management program that has been designed to help you build enough assets for a long, stress free and comfortable retirement.
Countdown to Retirement
The countdown to retirement usually starts within five years of retirement. Gain a clear understanding of what you need to do now, in order to achieve your vision of successful retirement.
Retire in Style
For those ready to retire in style. Understanding your goals, ensure your estate plans are clear, review how long your money will last, maximise income streams, and possibly use the CARE investment philosophy to reduce risk in retirement.
Self Managed Super Funds
For those looking to unlock the potential of their own self managed super fund, we are committed to providing tailored solutions, ensuring a secure and prosperous retirement.
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 embrace 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
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.
Damian, Gledswood Hills NSW