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Who We Help

Our clients are successful people who share one important thing in common, they want to delegate their financial affairs to a fiduciary.

Our clients are successful people, many are 45 years and older.

They are business owners, medical professionals, public servants, lawyers, engineers, mining managers, FIFO workers, tradespeople and farmers. We also help people transition from these roles into retirement, quite often we help guide people through the process of selling a business or a farm.

Put simply, if someone is a successful person, we likely help them.

We also help people going through a life transition. The death of a partner, a divorce, a financial windfall. People who are unsure of their next step.

What our clients do, and who they are is important, but the most important thing is what our clients want.

Our clients want to delegate to a financial professional who they have trust and confidence in.

Our clients are not looking to micromanage their investments, or research regulatory and technical matters. They want to spend their time doing the things they enjoy with those they care about most.

Our clients believe their financial affairs are best left in the hands of a trusted fiduciary with a well developed investment philosophy and a strong technical knowledge base. 

Our clients understand the intersection of money and life can present challenges and distractions. Career. Business. Family. Health. All these areas of life are very rewarding, but can also present emotional and mental challenges. They don’t want money to present another challenge.

Our clients choose us so they can focus on what is most important to them.

If you’d like to learn more about how we can help, please click here.

If you’d like to talk about what is most important to you, please contact our office on 03 6440 3555 or through the contact form below.

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