Wealth advice for people who built it themselves.
Fee-only financial planning — superannuation, investments and estate planning, with no products to push and no commission to chase.
Three things, and nothing sold on commission.
We are fee-only, which means the advice is not shaped by which product pays us the most.
Retirement planning
Superannuation consolidation, drawdown strategy and a realistic number for what retirement actually costs.
Investment management
Portfolios built around your actual risk tolerance, reviewed twice a year, not sold once and forgotten.
Estate planning
Structuring what you pass on, and reducing unnecessary tax for the people who inherit it, within the law.
What happens next
An introduction call
Thirty minutes, free, to understand what you are trying to achieve.
A written plan
A clear recommendation in plain English, with the fees stated upfront, before you commit to anything.
Ongoing review
Twice-yearly check-ins, and a call any time something in your life changes.
Fee-only since 2011.
Fee-only, regulated by ASIC, and not tied to any product provider.
office, Brisbane
“First adviser who told me NOT to buy the product I asked about, because it was wrong for my situation. That is when I trusted them.”
— Richard N., client since 2019, New Farm
Book an introduction call
Thirty minutes, free, no obligation to proceed.