We are a financial planning firm based in Sydney that provides advice to create and protect wealth. Our clients achieve success by partnering with us to ensure their personal finances are designed to support their lifestyle aspirations. By charting a values-based pathway our client’s financial affairs are comprehensively designed to reach their goals. We partner with multi-gen families, senior executives, business owners and self-funded retirees. Their lives are better because we give them: - Time by taking care of their personal finances - Peace of mind by knowing their affairs are in order and they have a trusted advice team - The ability to sleep well at night knowing we are there for them and their loved ones especially when unforeseen events occur - A track to run on that achieves their goals - A trusted adviser to bounce ideas off who helps them make good decisions and prevents them from making bad ones - Someone who knows what they don’t know and who understands them. Founded in 1970, we are a second-generation Australian family-owned business that has been providing trustworthy tailored financial advice for more than 50 years. Our partnership style and our longstanding heritage provide the best foundation for our clients to achieve their lifetime goals and legacies. Our Sydney-based team holds qualifications that are the best in the industry. We are proud providers of a range of exciting career pathways and are well known as being an excellent place to work with a great team culture. We believe in giving back and it is this vision beyond that drives us. Our personal and business success enables us to give generously to our local communities and to charities we hold close to our hearts such as the Tour de Cure and the Australian Wildlife Conservancy (AWC).