Financial advisers
across Australia
Personal financial advice from advisers who are legally required to act in your best interests. We build the strategy, put it in place, and keep reviewing it as your life changes.
Life brings big decisions. We'll help you make sense of what comes next.
Most people don’t arrive needing “financial planning”. They arrive at a moment. A redundancy. A parent’s estate. A number on a super statement that doesn’t add up to the life they were picturing. Pick the moment closest to yours.
Building Wealth
Protect and Grow What Matters
Get Retirement Ready
Working it out alone,
or working it out with someone.
Most people manage fine for years and then hit a decision they can’t undo. The value isn’t in the product. It’s in the order you do things and the things nobody thought to mention.
On your own
- Product first, strategy later, if at all.
- Decisions made one at a time, in isolation from each other.
- Nobody tells you what you didn’t know to ask.
- The plan lives in your head, so it moves with your mood.
With an adviser
- Strategy first. Product only where it serves the strategy.
- Super, insurance, investments and tax considerations weighed together.
- Written advice, with the reasoning shown, that you can hold us to.
- A scheduled review, so a change in your life reaches your plan.
102 advisers.
On first-name terms.
Every relationship starts with a conversation, not a form. Thirty minutes to work out what you’re facing and whether we’re the right people for it. Find someone local, or someone who has spent a career on exactly your situation.
Five stages,
not five hundred pages.
The first conversation costs nothing and commits you to nothing. From there it’s a documented process, and you see the reasoning at every step rather than a recommendation landing on your desk.
Evaluation
Discovery
Strategy
Implementation
Review
At the heart of advice is the desire to make people’s lives better. Compassion, support, empowerment. It is rarely ever just about money.
A whole heap of expertise,
in one relationship.
Questions to ask your Financial Advisor
What does a financial adviser actually do?
An adviser helps you decide what to do with your money in the right order. Retirement, super, investments, insurance and estate considerations get weighed together rather than one at a time. You get a written recommendation with the reasoning shown, help putting it in place, and someone to revisit it with as your circumstances change.
Do I have enough money to need an adviser?
Advice tends to be most valuable at moments of change rather than at a particular balance. A redundancy, an inheritance, a separation, a business sale, the decade before retirement. If you're facing a decision you can't easily undo, that's usually the moment, regardless of the number.
What does financial advice cost?
Fees depend on how complex your situation is and what you need. We'll quote the fee in writing before you engage, so you can decide with the number in front of you rather than after the fact. The first conversation is free and carries no obligation.
Is the first meeting really free?
Yes. Thirty minutes to understand what you're facing and to tell you honestly whether we can help. If your situation is better served by an accountant, a lawyer or nobody at all, we'll say so.
What's the difference between a financial adviser and an accountant?
Broadly, an accountant looks backwards at what happened and what you owe. An adviser looks forward at what you're trying to build and how to structure it. They work well together, and we're used to working alongside yours.
Are your advisers qualified?
Yes. All of our advisers meet the education, training and ethical standards required to provide personal financial advice in Australia and are listed on ASIC's Financial Advisers Register. Individual qualifications are shown on each adviser's profile.
What is a best interests duty?
It's a legal obligation to act in your best interests when giving personal advice, and to prioritise your interests over ours where the two ever conflict. It's the reason a recommendation has to be documented with the reasoning behind it rather than simply asserted.
Can you help with a parent's aged care?
Yes, and it's one of the most common reasons people call. Aged care decisions involve the family home, means-tested fees, timing, and a set of conversations most families are having for the first time. We'll usually meet with the whole family rather than one adult child carrying it alone.
If that sounds like the kind of adviser you’ve been looking for, let’s start with a conversation.
Thirty minutes. Phone, video or in person. No fee, no obligation. You’ll leave knowing more than when you started, even if you never come back.
or call 1300 84 74 34 • Mon-Fri
102 advisers • Australia-wide