Overview:We are Perth-based and privately owned and operated by the financial advisors who work in the business. We are specialists in developing strategies for high income earners who are paying too much tax and want to be smarter about their investments, especially people in the mining and petroleum industry.
We charge fees for our services rather than sell products and rely on commissions We have our own Australian Financial Services License. This gives us the flexibility to provide the advice we think our clients need rather than the advice our owner/licensee dictates.
Most importantly, our advisors are CERTIFIED FINANCIAL PLANNERS. We actively manage our client's affairs so they can focus on enjoying life and ultimately have choices. Choices about what job to take, whether to start a business, when to retire, whether to buy another property or invest in shares, or to take 3 months off and travel.