Our unique qualifications

When it comes to your family’s financial security, we understand that you want only the best people looking after you.

Our unique qualifications set us apart in the financial advice space. The depth and breadth of our experience and certification means we can offer a range of retirement planning services in one place.

We are qualified with an accounting degree and a specialisation as a Chartered Accountant. We’re also a tax agent with over 15 years' experience, a Certified Financial Planner and have a Masters Degree in Financial Advice (the highest qualification available in our profession!)

Keeping up to date with all of our technical knowledge is also a priority, so we’re confident we can always provide high quality advice around all aspects of finance. This includes superannuation, investment advice and retirement strategies as well as tax, estate planning and intergenerational wealth transfer.

There are many accountants out there that might be great at tax, but can’t really advise you on superannuation or investments. There are also many who actually aren’t allowed to provide you with advice on tax or accounting at all.

What that means for you is that we’re in a unique position to provide holistic financial advice, specialising in portfolio management and protecting your wealth through our unique three bucket, risk-mitigating approach.

You get to benefit from our experience, with the confidence that we’re in a position to look after your complete financial affairs.