ABOUT US

Our Values

Guided by decades of experience and complete transparency, we believe long-term partnerships hold the key to shaping tomorrow.

Further, Together

Great things are possible when we work as one towards a common goal. This is why everything we do is built around forging positive and lasting partnerships, both with our clients and each other. Collective expertise, diversity and the proactive sharing of knowledge, opinions and insights always achieves more than we can as individuals alone.

Stay the Course

Effective financial planning is one of the greatest levers for any Australian to shape their future. But getting it right doesn’t just happen. It takes time, focus and a commitment to identify the best way forward, rather than just the easiest. If it was simple, everyone would be doing it—and we wouldn’t exist.

Better Every Day

Success is a journey, not a destination. We are determined in our quest to deliver excellence to our clients, and never stop seeking even smarter solutions and strategies to help them achieve their financial goals. We keep pushing, we never settle for the status quo. What’s next? How can we be even better?

Earned Trust

Trustworthiness is paramount to our clients, and rightly so. We know we need to constantly go further to earn their trust—and keep it. We act with honesty, integrity and transparency at all times. We explain things clearly. We make ourselves available. And if we say we’ll do something, we do it.

What our clients are saying

We were introduced to Tim through our mortgage broker. Tim's knowledge, experience, understanding and expertise of where we wish to be financially and how to get there comfortably made our decision makings very easy. The rewards are paying off.

It was the smartest decision and best investment we have ever made! Faced with some serious health and life challenges we were overwhelmed, out of our comfort zone and really had no idea how to move ahead. Ciarán and Andrew are men of great integrity and they are trustworthy, professional, honest, knowledgeable and compassionate. Our association with them has changed our lives. They helped us create a retirement strategy and guided us in the implementation. They have given us the confidence and support we needed to make sound financial decisions and meet our financial and family goals.

Tim explains everything to me in a way that I can understand. I am always confident with Tim. Tim has helped me with setting up a self funded pension and I am very happy with the service Tim gives to me.

Tim has helped with managing my money to give me a stress free retirement. A pleasure to deal with and very knowledgeable.

Adam has helped and guided us through reducing our personal debt and improving our cash flow. He's secured our existing and future financial position with a combination of protective measures and investment strategies, which included consolidating our super and then putting it to work, and making it work hard for us. His guidance and advice (while slightly cautious for this avid risk taker) has helped us clear our personal debt, obtain well above average returns on our investments, and late last year, finally saw us in a position to buy our dream home.