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).

How can we help?

icon-dollar Wealth management
icon-tax Tax advisory
icon-smsf SMSF advisory
icon-risk Risk & succession advisory

Featured articles

The Roaring 80s to Today

By John Barton
You may remember the 80s – it was a decade of big hair, big phones, big pants and big hits. It was also a decade of one of the biggest stock market crashes in history. But even with October ’87 in mind, the 80s wasn’t actually a period of big risk taking for the average investor, or more accurately, an investor seeking an ‘average’ rate of return.

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Your PAYG and STP Obligations: an important note for business owners

By Stanley Feng
From 1 July 2019, key changes will be introduced with respect to PAYG withholding and reporting as well as single touch payroll. In this article, we have outlined what this means for you and what you need to do to ensure you remain compliant as we approach the new financial year.

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What does a woman want?

By Rachel Barlow
Despite thirty years of research, Freud could not answer “What does a woman want?” Let’s not untangle that mystery! Let’s talk about what studies have shown the main financial goals for women to be, including repaying the mortgage, understanding and contributing to super, retirement planning, improving financial literacy as well as looking after family (children and parents).

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