About us
We are a Melbourne-based financial advisory firm serving private families and business owners. With more than four decades of experience, our firm is built on enduring values and a deep commitment to our clients' success. Many of our clients have accumulated wealth over time; others are focused on building and preserving it. What unites them is a desire for clarity, confidence, and a trusted long-term partnership.
Our Commitment
Vision
To be a trusted and valuable partner to our clients for the decades to come.
Values
Integrity and transparency, achievement and results driven, passion and enthusiasm.
Purpose
To assist our clients to live their ideal life, financially free and with peace of mind.
Our Foundation
With a history spanning more than four decades, we take great pride in our foundation built on experience and unwavering values.
Our journey began by embracing core values: transparency, authenticity, and integrity. These principles have remained steadfast since our inception.
Our commitment extends beyond managing wealth; it's about cultivating enduring relationships and nurturing family stewardship. We firmly believe in the transformative power of personal connections. Many of our clients have been with us since the very beginning, a testament to the trust they have in our services.
Self-licenced
We take pride in holding our Australian Financial Services Licence (AFSL), enabling us to customise our services according to our clients' requirements.
Partnerships & Associations
We work closely with your existing Accountant, Lawyer, Broker, and other professionals to ensure your needs and expectations are met. We maintain complete autonomy from other professionals, guaranteeing our impartiality regarding these related services.
Given our extensive network of professional partnerships, we can readily suggest top-tier service providers to meet your requirements, should the need arise.
Our business and advisers proudly support and are in association with the following organisations:
Privacy & Security
The privacy, security and confidentiality of our clients’ personal and financial information are central to the way we operate. We apply robust systems and processes to protect all data from unauthorised access, malicious threats, or accidental disclosure.
Beyond digital safeguards, we place great importance on maintaining client confidentiality in every interaction. Whether it’s a discussion about family matters, business succession, or investment strategy, sensitive information is always treated with discretion and respect.
If you have any questions or concerns about the security of your information, please don't hesitate to reach out to us.
You can review our Privacy Policy by visiting this link.