Integrated financial solutions that make a real difference

Helping you make smart decisions about your financial future

Financial Advice

Professional advice delivers significant value when the right financial strategy areas, structures, investments and tax outcomes, are considered specific to you. We take the time to understand what’s important and make recommendations that simplify the complex financial world as it applies to you. With decades of experience in giving financial advice, we design and implement the strategies to help you control and shape your financial destiny.

Investment Management

Whether investing in your own name, a trust or a Self Managed Super Fund (SMSF), you have options to invest in quality portfolios that include ASX listed Australian Shares, Global & Emerging Market ETFs, Property, Bonds, Fixed Income & Cash. Let us manage it all and take the worry away.

Estate Planning

Estate Planning is not just about having a Will when you die.

It’s also about important documents to protect yourself while you’re alive “a Living Will” and leaving a legacy that will keep your loved ones secure in their future and ensure your wishes are carried out the way you intended.

SMSF Accounting

Whether you’re considering a new SMSF, or have an existing SMSF administered for compliance, regulatory, taxation and accounting requirements, our team of advisers and qualified accountants are on hand to ensure seamless account management and maximum strategic reward.

Our approach

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How do you free up surplus funds to achieve your goals?

INCOME PLAN

Your income plan determines strategies to improve your cashflow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.

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How do you determine the investment options best for you?

INVESTMENT PLAN

Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.

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How do you eliminate your mortgage and use debt to create wealth?

DEBT PLAN

Your debt plan analyses your current debt structure, explores mortgage reduction strategies and determines the role debt can play in building your wealth.

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How do you protect the things that are important to you?

RISK PLAN

Your risk plan analyses your financial needs in the event of a setback to your most important asset, your health. We seek to identify, and where possible, mitigate your exposure to financial stress in the case of inability to earn income. Getting the right level and type of insurance in place is critical to reducing your financial risk.

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How do you achieve your ideal retirement?

RETIREMENT PLAN

Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you desire.

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How do you ensure that when you pass away, your wealth goes to the people you choose?

ESTATE PLAN

Your estate plan anticipates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection a priority.

Take the Fintech 5 minute financial health check

Not sure how you are going? Do you feel like your finances are a struggle but can’t pinpoint where it’s all going wrong? Take our FREE 5 minute financial health check by answering some quick and easy questions. Once you have submitted your answers, we will contact you for an obligation-free chat to discuss the areas that are most important to you and how we can help.

Let’s go!

Your initial consultation

Let us get to know you. We provide your initial consultation without obligation as we aim to gain an understanding of your current situation and what is important to you. From our chat, we look to determine the strategy areas that will add value to you, so we can agree on the next steps to grow and protect your wealth.

Once we have provided you with an exclusive Financial Strategy Report, and you are comfortable with our recommendations, we implement and review the agreed strategies that may assist secure your future.

Book Your Initial Consultation

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Testimonials

Grant does not solely rely upon his own experience and knowledge but also uses experts in the field of investments, trusts etc., all to the Clients advantage. He is totally trustworthy and nothing is too much trouble in his dealings. I have been very happy with my Superannuation performance over the many years dealing with him. I consider myself fortunate to have found and dealt with his Company. Highly recommended.

Grant and his team are super professional and the results speak for themselves. Unlike any other advisor Grant has an excellent understanding of all the components of wealth and risk and how they all play an important part in influencing the wealth package.