Reaching your financial goals and objectives may not always mean making more money, but rather, making smart decisions with the money and assets you already have. No matter what stage of life you are at, there are always opportunities to improve your financial circumstances to achieve your financial goals.

A financial plan is all about helping you to keep control of your finances, so you can make the most of it when you need it.

Many people think that they don’t have enough wealth to plan for their future. Our experience tells us that a sound financial plan will help to create and protect wealth, and means you can manage your finances to enjoy now, or preserve wealth for the future.

A financial plan is all about helping you to keep control of your finances, so you can make the most of it when you need it, especially in retirement. A sound financial plan will focus on wealth creation, wealth protection and planning for retirement.
 
Our financial planning philosophy is to take a ‘big picture’ view of your goals and to implement a flexible long-term strategy to meet them.

  1. Our aim is to develop a plan with you that can be adjusted to suit your personal circumstances, throughout the different stages of your life and as your needs change.
  2. Working with one of our private client advisers we will help establish what you want to achieve with your finances, your family, your lifestyle, your career and your future. Once established, a personal financial strategy is developed to provide a platform that will allow you to pursue your goals with confidence.
  3. By working through a financial plan and creating a blueprint for your goals you will gain valuable financial insights through the process. Our aim is to sit with you to help improve your financial understanding so you can have maximum control over your decisions now and in the future. 
 
It all starts with a complimentary meeting to understand your financial goals and aspirations. From there, one of our advisers will take you through what is involved in putting you on the path to achieving these objectives. You can determine how and when the activities happen. For couples, you can plan together or create separate strategies based on your individual needs.

 


Specialists

Aidan Vuocolo
Aidan Vuocolo
Manager of Business Services and Taxation
Alex Hardy
Alex Hardy
Director of Corporate Assurance
Allan McKeown
Allan McKeown
Founder and Chief Executive Officer
Angela Redfern
Angela Redfern
Manager of Business Services and Taxation
Andrew Hibbert
Andrew Hibbert
Associate Director, Self Managed Superannuation and Offshoring
Ben Hailstone
Ben Hailstone
Associate Director of Business Services and Taxation
Ben Travers
Ben Travers
Associate Director and Financial Adviser
Brendan Campbell
Brendan Campbell
Director of Business Services and Taxation
Charles Yuan
Charles Yuan
Manager of Taxation Services
Colin Samuel
Colin Samuel
Director of Business Services and Taxation
Gerhard Jordaan
Gerhard Jordaan
Associate Director of Business Services and Taxation
Hani Omran
Hani Omran
Senior Lending Adviser
Hayley Wilson
Hayley Wilson
Client Relationship Manager, Employee Benefits
Jay Lampos
Jay Lampos
External Audit Manager of Corporate Assurance
Kay Agcaoili
Kay Agcaoili
Manager, Business Services and Taxation
Laura Beattie
Laura Beattie
Manager, Business Services and Taxation
Lidia Lenhardt
Lidia Lenhardt
Manager of Corporate Assurance
Mark Welsh
Mark Welsh
National Employee Benefits Manager
Mitchell Tieck
Mitchell Tieck
Manager, Business Services and Taxation
Megan Smith
Megan Smith
Director of Business Services and Taxation
Nadine O'Brien
Nadine O'Brien
Operations and Compliance Manager
Nestor Tindugan
Nestor Tindugan
Senior Manager of Corporate Assurance
Nya Murefu
Nya Murefu
Supervisor, Corporate Assurance
Rosanna Fuller
Rosanna Fuller
Manager of Human Resources
Ryan Findlay
Ryan Findlay
Associate Director and Chief Technology Officer
Sascha Kass
Sascha Kass
Manager of Marketing and Communications
Shannon Chen
Shannon Chen
Supervisor, Business Services and Taxation
Soon Tang
Soon Tang
Manager of Corporate Assurance
Stuart Birkbeck
Stuart Birkbeck
Manager, Business Services and Taxation
Ty Standen
Ty Standen
Employee Benefits Consultant
Zoe Hall
Zoe Hall
Supervisor, Business Services and Taxation
Zubin Kaiser
Zubin Kaiser
Supervisor, Business Services and Taxation
Sam Gadani
Sam Gadani
Director of Business Services and Taxation
Shaun Thiya
Shaun Thiya
Associate Director of Business Services and Taxation
Siobhan Sellick
Siobhan Sellick
Director of Business Services and Taxation
Steve Gagel
Steve Gagel
Director of Business Services and Taxation