Our Services

Project Managers for your financial life

Once you’ve made the decision to trust us with your financial affairs, we develop personalised advice to help you achieve what’s most important to you. As Project Managers for your financial life, we also work closely with other key professionals such as accountants, brokers and lawyers to deliver a totally collaborative, professional approach which explores every opportunity and leaves nothing to chance.

Our service is highly-personalised and we never offer off-the-shelf solutions. Every client has their own needs and goals; and our advice is individually tailored to match.

Removing complexity. Delivering certainty.

In an age of information overload, it’s become increasingly difficult to separate what’s relevant and beneficial from what’s ill-advised and harmful. It’s our job to lead you through the complex world of financial offerings, find the most appropriate strategies for your situation and then make them happen. Our recommendations are always founded on a detailed and informed analysis of your personal needs, goals, circumstances and values.

We believe in removing complexity and uncertainty to deliver a clear, strategically-sound solution to every client.

Estate Planning

It’s important to plan for what happens to your money when you’re no longer here. We help you plan for that inevitability so your years of hard work benefit those people and organisations important to you long after you are no longer here to control your financial affairs.


Financial Project Management

However complex your financial affairs, our depth of experience, wealth of knowledge and access to professional networks means we can always be relied upon to deliver on time and budget.


Strategic Planning

Our team works closely with you to understand and set your financial and lifestyle aspirations; and then we help you reach them. Our recommendations and strategies are the result of a detailed analysis of your personal needs, goals, circumstances and values.

Cashflow Management

Whether your income comes from employment, business interests or investments, controlling your cash flow is crucial. We work with you to ensure transparency and therefore the ability to direct your cash flow to those areas identified as most important to you.


Portfolio Management

Our team will analyse how all your assets are allocated and then we use our proactive portfolio management skills to ensure your investments are working as hard as you do towards your most important goals.


Risk Management

Things don’t always go to plan. So we work with you to explore and assess the risks unique to your situation. We then advise you on the best strategies and actions to protect your position and lock them in place.

Our clients

Family Office

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Business Owners

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Philanthropy

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Divorcees

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Mining Executives

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Medical Specialists

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Above and beyond your expectations.

Today’s financial planning is all about providing;

Leadership

We are Project Managers for your whole financial life

Accountability

We are open, transparent, totally accountable and fiercely independent

Governance

Our collaborative approach ensures all aspects of your financial life are working in harmony

Meeting Schedule

Discovery

Getting to know you

At our first meeting, we’ll get to know each other, explain what you can expect of your advisory firm and discuss what’s most important to you.

The Proposal

Working together

Every client has their own unique needs and aspirations. At our second meeting, we’ll present our proposal to you and show you how we can work together to best achieve your outcomes.

Strategy

The Big Picture

At your first Strategy Meeting, we’ll show you our analysis of your financial situation and outline the ‘big picture’ thinking we propose.

Advice

Where strategy becomes reality

At our next meeting, we’ll discuss in detail how we will turn your financial strategy into reality. We’ll take you step-by-step through every detail of our advice. And once approved, we’ll make it happen.

Comfort

The journey begins

Once we’ve actioned your advice, we’ll meet with you to explain exactly what’s happened, show you detailed paperwork, answer any questions and talk about what you can expect over the coming months.

Progress

Regular reviews and check-ups

Good financial advice is not set-and-forget. The investment market changes, your personal circumstances change – and rules and regulations are regularly updated. We like to meet with our clients at least twice a year to review our advice – and make the necessary adjustments to make sure you are always on track.