Always collaborative,
never competitive.

We recognise the importance of specialist input from your accountant, lawyer, broker and banker.

By collaborating with these advice professionals who play essential roles in your financial life, we can remove complexity and frustration by offering a single point of contact to manage all the moving parts.

Who we work with

accountants

Accountants

We’ll work with accountants to make sure your tax affairs are in order, to minimise the tax you pay and to closely oversee services such as your self-managed superannuation fund.

lawyer

Lawyers

Know the complexities of big decisions business, or small business structures, or family estates – or even your divorce – and call on their skills when planning your estate.

brokers

Brokers

We’ll work with your broker when trading shares or arranging loans. We respect your choice of financial services providers.

banks

Bankers

Connecting with a lender or ensuring your paperwork is in order? We’ll explore every opportunity open to you – and leave nothing to chance.

 

Let's work together

If you’re an advice professional who believes your clients may benefit from our advice services, we’d be delighted to discuss how we can work together.