Services

We craft clever financial plans for families and small business owners

Financial planning & business advisory for all phases of life.

Young Professionals

Young professionals are not just building a career; they're crafting a life rich with potential and promise. Enjoying this phase of life, while keeping up or getting ahead often requires a balancing of priorities.

  • "How do I grow my deposit?"
  • "How do I start/grow my investments?"
  • "Should I pay off my HECS/HELP debt?"
  • "How do I buy a property?"
  • "What sort of side hustle should I check out?"
  • "Should I borrow money to buy a car?"

Ambitious Families

Ambitious families are pursuing a future where their loved ones can flourish. Every milestone reached is a testament to their commitment to a lifetime of wealth and fulfillment.

  • "How do I achieve financial freedom?”
  • "Should I salary sacrifice, start investing or pay the house off?"
  • "How do I pay for school fees?"
  • "How do I buy a BIGGER car?"
  • "Should I put money away for my kids?"

Start-Up Business Owners

Start-up business owners chart unknown territory with a blend of calculated risk and strategy. Laying the groundwork for success requires meticulous planning and hustle.

  • "Am I setup for success?"
  • "Is this a lifestyle business or do I plan to sell it one day?
  • "What taxes am I up for and how do I minimise them?"
  • "Is my family safe if this thing crashes?"

Growing Business Owners

Growing business owners are off-and-racing, but are ready now to level-up. It’s time to systemise, optimise and automate this business to give you your time back and/or a foundation to scale up from.

  • "Is there a better way to track my progress and forecast the future?"
  • "How do I scale up?"
  • "How do I get off the tools, so I can work ON the business?"
  • "How do I get my time back?"

Empty Nesters

Empty nesters are spoiled for choice! Is it time to spend this new-found capacity on some fun or is it time to really hustle and build towards a dream retirement? 

  • "How do I maximise my wealth for retirement and when can I afford to?"
  • "Would I take a 20% pay-cut for 50% "time-raise?"
  • "How do I support the kids if they need it?"
  • "Can I afford to travel more?"
  • "What passion projects can I put more time into now?"

Retirees

Retirement! You’ve done the hard yards, but now want to maintain the wealth you’ve built, enjoy it now and foster it for later.

  • "How long will my money last?"
  • "How do I support the kids and grandkids if they need it?"
  • "What happens if something happens?"
  • "What else can I do to give back?"