Everyone deserves to have access to financial advice and planning, regardless of the number besides your income. We offer a ‘fee-for-service’ structure, so you only pay for the services that are in place and that are actively adding value to your situation.

Your first consultation is on us.  During your first session, your Brisbane financial adviser will get to know you and your financial situation and understand your short, medium, and long-term financial goals. From here, we can design a financial plan tailored to your financial and life goals, as well as lay out the fees that will allow us to deliver your plan clearly and transparently.

Our financial advisers are here to help every step of the way.

Find out more about our fee structure

Many financial advisors offer a number of services. 

However, we invite you to experience the difference we work hard to deliver. 

We offer a full suite of services and the expertise to bring them all together into a holistic plan for our clients. We don’t simply consider two or three elements of your financial life, instead, we take into account every element, as well as your personal and family goals. We understand how much the areas of life that aren’t directly money-related are still interwoven into your lifestyle goals and ambitions. 

Our advisors come from different backgrounds and are experts in planning for everyday families, young professionals and high-net-worth individuals. Our advisors have a broad range of specialties, so we have the skills and experience for your unique financial situation. 

We’re an advisory that believes in integrity and transparency, and we work to a comprehensive and regulated ethical standard, so you can feel confident your finances are in safe hands.

Talk to one of our advisors today. 

Our investment advisors provide comprehensive and strategic investing advice.

Our investment strategies are delivered according to our C.A.R.E. process, which includes:

• Core Investments (40%-100% portfolio depending on risk profile)
• Active Investment (0%-20% portfolio depending on risk profile)
• Reserves (Retirees 4 years worth of spending/Working Income Protection and Emergency Fund)
• Enhanced Returns (0% – 35% depending on risk profile)

Your financial planner will give you all the details about our C.A.R.E. Investment process.  We believe investing should follow this process, although the details will be informed by your personal circumstances, goals and tolerance of risk.

Over the long-term, shares will generally perform better than any other passive investment.

The trade-off is that shares will fluctuate in value. This is perfectly normal, and if you own shares, they will go down in value from time to time. However, when held for the long term and appropriately diversified, shares will deliver outstanding returns.

Timing of the share market is largely a futile exercise.  No one can predict the short-term movements of the share market, although many do try. Our advice is never speculative, instead, we work for long-term investments that will deliver good returns to investors. This makes the timing of the markets unnecessary.