FEEL CERTAIN

Want to know if your finances are really on track?
Then there’s a book we recommend. You won’t find it in the self-help section of your library. There are no words of advice between the covers, just photographs.

It’s your family album.

A record of the biggest moments in your life.
Ask yourself, as you flip through the pages – are the big financial decisions you made years ago still relevant today? Change is the only constant in life. For financial advice to endure, it must adapt to your shifting circumstances.



  • Committed

  • Tailored

  • Trusted

It starts with a simple conversation

Enjoy the biggest moments in your life without worrying about your finances. Our experienced financial advisers would love to hear your story and help shape the chapters to come. It starts with a simple conversation – complete the form below and let's start talking.

MEET OUR CLIENTS

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REMOVING THE ADMINISTRATION BURDEN

Judy and Patrick came to us for advice on their finances as they neared retirement. The administration of their Self-Managed Super Fund (SMSF) was an administrative burden and they wanted to know what options were available to them. Watch the video to see what their process was.
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AN INTEGRATED SOLUTION

We visit Bill Cook in the offices of Williams Batters, Melbourne, to talk about a business that’s almost a century old – and the challenge of managing a business and family and personal wealth at the same time. Watch the video to find out more.
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PROTECTING WHAT YOU LOVE MOST

The essence of a will is not about death – it is about protecting what you love most in life. In pharmacist Perri McCarthy’s case, this involved safeguarding the future of her children and her business interests. Watch the video to see how Perri McCarthy is protecting what she loves.