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Tradies & Trade Businesses

You're earning good money working hard, but you want that money to get you somewhere

Master the tool of money, and get it working for you now and in the future

Are you feeling stressed about money? Maybe you’re making a lot and just don’t know what to do with it.

A lot of tradies we talk to look forward to getting off the tools at some point, or finding some space from the pressure to keep finding that next job to pay the bills.  What we do is create a roadmap for you meet your personal goals – whatever they are – through good money management.

When you’re managing work, maybe leading a team or a project, or even running your own business – you don’t have much time to plan ahead and get your finances in order. Our team of financial advisers works with everyday Australians to fix this problem. 

With our financial advice, you’ll create a clear and practical pathway to your short-term, medium-term and long-term goals – at least the goals that your money will impact. And if you’re not sure exactly what those goals are, we help you gain a clear understanding of where you’d like to be and how to get there.

Book a free consultation to dig deep into your current situation and find out how we can help.

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What Our Clients Say

Common Financial Challenges

Stop procrastinating about getting your finances sorted – every day that goes by is a missed opportunity.

But how do you know where to go for advice? It can be challenging to know who to trust.

The bad news is, picking up tips and tricks online doesn’t always help to create wealth-building financial habits and sometimes it leads to even more stress. Compare Club did a study on this, and found that if you’re picking up financial tips from social media, you might be:

  • Twice as likely to pay your bills late.
  • 35% more likely to have anxiety about paying your credit card.
  • Three times more likely to use a credit card.
  • 79% more likely to be living beyond your means (over 75% of your income going towards bills).

In our experience helping tradies and miners, we’ve solved a lot of the issues you might struggle with:

  • Not having a clear idea of where your money is going
  • Not saving or putting away enough money for the future
  • Not making the most of the money you’re earning
  • Struggling to control bad spending habits or debts
  • Dealing with hefty personal loans
  • Making poor money decisions when you have heaps of income, and then struggling when income drops
  • Wanting to achieve big goals like buying a house, but needing some guidance
  • Receiving too much conflicting information
  • Not paying yourself for retirement or putting away enough super

If you’re in a position to save money – rather than living pay-check to pay-check – it’s very possible that we can create a financial plan that unfolds over the next 5 to 10 years that sets you up for the big goals in your life.

If you’re interested in learning more about how much money you need to have a financial planner, read our guide or reach out to speak to one of our advisers – we are always ready to help.

Financial planning is not something reserved only for those who already have wealth. And it’s not about telling you what you’re doing wrong.  Financial planning is about helping you to set clear financial goals and identifying a practical way to get from where you are now to where you want to be.

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award winning and highly recommended

So what do we do for you?

We help everyday Australians, aged 20 to 40, take control of their finances and achieve their goals. We also work with pre-retirees in their 50s and 60s to achieve the best retirement they can.

We provide holistic advice within an ongoing client relationship. We watch your investments and planning for you so you can focus on life, and you meet with your adviser at least once a year to see how you’re tracking and update the plan with anything new. 

The results? Confidence and clarity on what comes next, and peace of mind when making financial or life decisions. We want you to be stress-free when it comes to thinking about your financial future.

We’re committed to clear communication – we make sure you’re onboard with everything before we move forward, and we don’t talk in finance jargon.  We’re committed to only making recommendations that are in your best interests. 

Expect financial security and peace-of-mind with our experienced financial planners on call.

Whether you want to plan for your children’s future financial needs, want to pay your home off in the most effective way or just want to make sure that you’re making the most out of your financial world, we can help you:

  • Gain a comprehensive understanding of your complete financial situation
  • Set crystal-clear goals for where you’d like to be in the future
  • Learn more about what costs to expect as your children get older
  • Protect your family’s financial future, no matter what
  • Figure out the right way to pay off your mortgage and any other debts you may have
  • Create and grow your wealth in a way that suits your unique financial situation and risk profile
  • Design a financial plan that is built around your definition of family, no matter what it looks like

As a family-owned business, we understand how important it is to know that your financial future is secure and your family is protected.

That’s why we’re here to help you create your dream financial future by giving you the confidence only professional, expert guidance can provide.

Let us help make your financial world as stress-free as possible, so you can focus on spending time with the people you love instead.

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Want to secure your family's financial future?

Getting your financial world sorted or spending time with the people you love shouldn’t have to be a choice. Your team of expert financial advisors ensure you can do both with confidence.
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