Independent financial planning for complex decisions
Bring your retirement and family wealth decisions into one clear plan.
For high-net-worth families, business owners and people planning retirement who want independent advice across investments, superannuation, structures and the decisions around them.
Example video explainerInitial consultation: $550, allow 1-2 hours, no ongoing obligation.
A connected view
A connected view of the decisions that affect your future.
- Established 1982
- 100% staff-owned
- Independent advice
- No product commissions
- Initial consultation
- $550; allow 1-2 hours; no ongoing obligation.
- Advice areas
- Retirement, investments, superannuation, family wealth, business-owner structures, estate and aged-care planning.
- Ongoing fees
- The current financial services guide states typical services between $6,600 and $36,000 p.a., depending on complexity, advice and investments.
- Ownership and independence
- 100% staff-owned, with no commissions or product-provider payments.