Our total wealth management philosophy

Our total wealth management (TWM) philosophy extends beyond traditional financial planning, beyond wealth and investment management, beyond tax planning and retirement savings. Our total wealth management philosophy is centred on you – your now and your future.

Developed and fine-tuned for more than 10 years, our TWM approach offers a unique financial advice solution that seamlessly combines the essential advisory, administration and compliance services to help deliver you complete financial clarity and help you get on track and stay on track to achieving your goals.

The power of this philosophy is in the integration of the core advice disciplines of:

• Wealth management

• Investment and asset consulting

• Philanthropy and social investment

• Self-managed superannuation administration and advisory

• Tax advisory

• Personal and business accounting

• Personal risk insurance and estate planning

• Business risk insurance and succession planning (including key person and shareholder buy-sell funding)

• Group insurance (death, TPD, salary continuance) contract advisory, administration and claims management for employers, professional associations, superannuation trustees and their people

Our dedicated specialists can help you fit all the pieces of your financial life into place under one roof to deliver a seamless, integrated solution for you.

We are privately owned and operate under our own Australian Financial Services Licence (AFSL).