Personal advice

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Personal advice

Life’s journey is rich with moments that matter, each accompanied by unique financial opportunities and challenges. We partner with clients to understand their aspirations and the lifestyle they envision. By crafting a financial plan that’s as individual as you are, we aim to provide stability and security, enabling you to achieve your desired way of life. Together, we’ll set tailored, realistic goals, ensuring that each milestone is met with financial clarity and peace of mind.

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Navigate your financial journey with a clear vision for the future.

Life unfolds in stages, each with its own financial intricacies—from laying the groundwork for wealth accumulation to planning for a comfortable retirement.

We deliver personalised advice that adapts to the evolving needs of you, your loved ones, and your business. We’re here to guide you through life’s key moments, ensuring you harness every opportunity to reach your full potential.

Finance and lending

Navigate your financial goals with ease. Whether you’re seeking the perfect loan for property, vehicles, or investments, or aiming to safeguard your assets with customised insurance solutions, we’re here to ensure your journey is smooth and strategic.

Wealth management

Achieve your financial goals with guidance from our wealth management experts. Our approach is grounded in impartial, fee-based advice, ensuring our advice is in your best interests. From wealth accumulation and investment strategies to personal protection insurances and estate planning, we’re committed to your financial success.

Estate planning, retirement planning and aged care

Your dedication to building wealth deserves a strategy that honours your efforts and secures your comfort in the years to come. Our team is here to provide the insight and support you need to make informed decisions for your financial future. With our expertise, you can look forward to enjoying your later years with confidence and peace of mind.

Complex individual tax advice

Taxes can be complicated, but we’re here to make them easier for you. Our team of experts is here to provide you with personalised advice and insights, tailored to meet the unique challenges of your wealth and tax situation. We’re dedicated to offering you support to simplify your tax matters so you can concentrate on what’s truly important in your life.

 

Concierge administrative services

If time is your most valuable asset, consider our concierge administration service. Free yourself from the responsibility and time commitment required to manage your investments so you can get on with enjoying life. Choose a supported service that suits your lifestyle and helps you achieve your financial goals.

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Get in touch

Connect with us today and discover how you or your business can reach its full potential.

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Resources

Finance and lending

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Connect with our specialised team

Locations

Kathryn McDonald (Katie)

Perth, WA

Robert Luo

Associate Director, Superannuation

Perth, WA

Melissa Wickham

Manager, Business Advisory

Perth, WA

Ryle Purich

Director, Business Advisory

Perth, WA

Jasmine Strom

Manager, Business Advisory

Perth, WA

Nunzio Di Iorio

Director, Business Advisory

Perth, WA

Mark O’Shaughnessy

Partner, Business Advisory

Canberra, ACT

Kalista Pakkiyaretnam

Partner, Business Advisory

Canberra, ACT

Adam Smith

Director, Business Advisory

Perth, WA

Wendy Clarke

Director, Business Advisory

Perth, WA

Alex Davis

Director, Business Advisory

Perth, WA

Anita Cohen

Partner, Business Advisory

Sydney, NSW

Stephen Davis

Partner, Business Advisory

Sydney, NSW

Melanie McRoberts

Director, Business Advisory

Perth, WA

Ming Kei (Larry) Lam

Partner, Business Advisory

Sydney, NSW

Katie Lin

Partner, Business Advisory

Sydney, NSW

Jane Fenner

Partner, Business Advisory

Sydney, NSW

James Nethersole

Partner, Tax Consulting

Sydney, NSW

Ian Stone

Partner, Business Advisory

Sydney, NSW

Christine Atencia

Partner, Financial Planning

Sydney, NSW

Craig Wilford

Partner, Financial Planning

Sydney, NSW

Adam Boles

Partner, Business Advisory

Sydney, NSW

Tino Di Battista

Partner, Superannuation

Melbourne, VIC

Thilini Ratnayake

Partner, Financial Planning

Melbourne, VIC

Paul Clements

Partner, Financial Planning

Melbourne, VIC

Mario Giramondo

Partner, Business Advisory

Melbourne, VIC

Jim Leventakis

Partner, Business Advisory

Melbourne, VIC

Eva Bonner

Partner, Business Advisory

Melbourne, VIC

Doug Abrahams

Partner, Business Advisory

Melbourne, VIC

Sylvia Liang

Partner, Financial Planning

Sydney, NSW

Vincent Scali

Partner, Business Advisory

Sydney, NSW

Russell Reid

Partner, Business Advisory

Sydney, NSW

Paul Lenton

Partner, Business Advisory

Sydney, NSW

Paul Mannion

Partner, Business Advisory

Sydney, NSW

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