Financial Planning, Management & Advice
Transform your financial life
We make wealth management accessible and affordable so every Australian can turn their aspirations into reality and live without money worries - no stress, no sleepless nights.
WE. help you make smart decisions with your savings and by doing so we prepare you and your family for a future with financial prosperity and security.
We’re perfect if you want to…
Pay off your mortgage and be 100% debt free
So you can save money for you and your children or invest more for your own future lifestyle!
Minimize the amount of tax you pay
So more of our hard-earned cash ends up in your pocket and can be spent on things you actually enjoy!
Retire early and in complete comfort
So you don't have to work yourself to the bone to provide for retirement!
Never have to stress about money again
So you can go to bed at night without worrying about bank balances or bills!
By partnering with us, we’ll turn your wildest plans into life-changing results through sensible, strategic financial decisions (seriously - we’re not kidding!)
WE. understand that looking after your personal finances can be complicated, time-consuming and stressful...
But you don’t need to go through it alone. It’s our job to make you smarter with your money and help you achieve your financial and personal goals - whether you’re looking to buy a new home, save for retirement or just go on more holidays!
If you’re answering ‘Yes!’ to any of THESE questions, we might be right for you…
Is it taking an age to pay off your mortgage?
And you’re worried about losing control of your other personal debts…
Do you feel like you’re handing too much money to the tax man?
But you don’t know how to keep that hard-earned cash in YOUR pocket…
Are you looking for proven methods of investing money wisely?
But you wouldn’t have a clue where to start if you tried it yourself…
Is it stressing you out when you think about retirement funds?
And you’re not 100% sure on how you can sustain your lifestyle when you’re older…
Do you want to financially support your children and loved ones?
But you don’t want to live too frugally or eat into your savings…
Are you ready to finally take control of your finances?
So you don’t have to worry about the future or letting anyone down…
Comprehensive Services for Achiever's like you!
Coaching
As your Financial Coach. We help you with thing like your relationship with money, keeping you accountable, leaning into hard conversations, steering you away from the herd and managing your emotions during rollercoaster investment markets.
Strategy
Helping you make the big decisions about whether to invest, contribute to super, pay debt, buy a new home, start a business, sell assets and much more. It’s about the balance of achieving your goals, limiting stresses and growing your wealth to create freedom in the future.
Cashflow
Getting your cash flow right is essential. You’re never going to achieve your goals if you can’t manage your money. We help people take control of their money by bringing structure, accountability and clarity to what you spend, and increasing your savings.
Super
Choosing a fund, getting the investment mix right, making contributions and more. We’ll make the complexities of super seem simple, so you can maximise your nest egg and have the confidence that your future will be just fine.
Retirement planning
Ensuring you live the retirement you deserve takes careful planning. As you get closer, we’ll map out a strategy to maximise your super, consider more conservative investment strategies to reduce portfolio losses and use modelling to anticipate your capacity to live your best life through retirement.
Tax
You shouldn’t pay more tax than you need to, as less tax means more money to create your best life. We’ll help you use the rules to your advantage, by investing tax effectively, maximising deductions and working with the right accountant.
Property
Whether it’s getting into your dream home, first home or investing through property, we’ll help ensure you avoid common property mistakes. We will guide you through the property buying process with the help of exceptional mortgage brokers and property specialists.
Investing
We create diversified and transparent portfolios that are aligned to what you’re trying to achieve. We’ll educate you, set realistic expectations and manage your emotions through the ups and downs of markets. We use independent research, analysis and ratings to support our recommendations, to ensure your assets are in good hands at all times.
Debt management
We’ll guide your decisions about what debt to take on and create a strategy to pay it down. We’ll work closely with a WE. mortgage broker to ensure you debts are always well structured and you’re not paying more interest than you should.
Insurance
We determine the risks relevant to your situation and advise you on the right insurance cover to protect you and the family. We don’t take commissions, which means cheaper cover for you.
You’ve probably got enough on your plate already…So why take on worries that you don’t have to?
150 Victoria Street, Seddon VIC 3011
2Building 1 Suite A1 Level 3, 209 Robina Town Centre Drive, ROBINA, QLD 4226
1300 459 101