FAQs

Find answers below to some of the most common queries we receive. If you can't find an answer here, please get in touch with us.

Whether you’re a self-funded retiree or investor, an executive or professional, a business owner or Australian expatriate, we can help you realise and achieve your life goals, not just your financial goals. We help you understand the why behind your money. From there we provide a tailored advice solution that seamlessly integrates all the core advice disciplines to help you get on track and stay on track to achieve your why.

We are a privately owned and proudly self-licensed multi-disciplinary financial services firm. With dedicated specialists across wealth management, taxation and accounting, self-managed superannuation fund administration and advisory as well as risk and succession, we can help you manage and coordinate every piece of your financial life under one roof so you have the time and headspace to focus on you, your family, your career and what you do best.

Your first appointment is an opportunity for you to get to know us, and for us to get to know you, in a confidential setting with no obligations. You will meet with one of our specialist advisers to discuss your current circumstances as well as your financial and lifestyle goals and to understand how we can help you get on track to achieving these goals.

If you would like to book in an initial appointment, please get in touch.

Your initial appointment is complimentary, so there is no charge to you.

If you are a current client, you will be meeting with your Relationship Manager.

If you are a new client, you will be meeting with one of our specialist advisers, depending on what service you are looking for.

The more information you can provide us about your current financial situation, the better we can tailor our advice solution to meet your needs. Documents you may want to bring along include tax returns or financial statements, superannuation details, any existing insurance policies, a list of your current investments, debts and income as well as an outline of your short, medium and long-term lifestyle and financial goals.

Our office is located on 175 Melbourne Street, South Brisbane (on the corner of Melbourne Street and Edmonstone Street) and is accessible by car and public transport.

If driving, we have on-site parking available on our premises.

If travelling via public transport, we are located 550m from the Cultural Centre Busway Station and 600m from South Brisbane Train Station.

Yes, we have limited on-site parking available. Please let us know if you require a carpark for your appointment and we will reserve a spot for you.

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