Create and Protect – Financial Planning


We help you set realistic lifestyle and financial goals and provide you with quality advice on strategies to achieve those goals.

This includes managing debt, budgeting, investments, superannuation, retirement planning, protecting against risks and estate planning.

OUR VISION

To work with our clients so they can make the most of their financial situation whilst enjoying the quality of life. We do this by offering tailored, strategic advice, delivered by experienced and qualified financial advisors.

Our Unique Value Proposition

Organisation. We bring order to your financial life by helping you get your financial house in order - at both the "macro" level of investments (insurance, estate, taxes, etc.) and the "micro" level (household cash flow).

Accountability. We help you follow through on financial commitments by working with you to prioritise your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Objectivity. We help you avoid emotionally driven decisions in important money matters by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.

Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Education. We explore what specific knowledge is needed to succeed in your situation by thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Partnership. We work with you, not just for you, to help you achieve the best life possible by taking the time to clearly understand your background, philosophy, needs and objectives. We work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation.

OUR CLIENTS HAVE TOLD US...

Our definition of wealth management isn't just about your money – it's about you and your relationship with a dedicated team of professionals. By working with you to understand your perspective and aspirations, we can develop the most effective wealth plan that's tailored for you.Our clients have told us they believe they are in the very best financial hands because:

  • They trust our evidence-based investment discipline to protect and grow their wealth
  • They have confidence that their plan is aligned with what is most important to them
  • They value our proactive service, to prepare them for every major life transition
  • They tell us we replace 'money worries' with 'financial peace of mind'.