What We Do
We Give Independent Advice
We offer specialised independent financial advice to families who are committed to working towards the next level of their financial success, with a particular focus on those aged over 50.
Financial Success is broken down into four levels and you are at one of these levels, regardless of where you are in your life. Our value is to supercharge your journey to the next level you want to be.
Our Mission
We do everything in our power to achieve our loyal clients' long-term objectives through goal-based advice.
We are unique as we limit our clients to a select 50 families only. We do not give incidental or ad-hoc advice.
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We also employ accountants, mortgage brokers, lawyers, Centrelink, age care, and insurance specialists to ensure your financial house is fully optimized.
Our Promise
Transparency, accountability and results
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From the first meeting onward we aim to be as transparent as possible with our thinking and doing. Our commitment to independence means we only get paid directly from you or your superannuation account. You will know upfront what our advice cost. No strings attached.
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We stand by our advice and financial projections. We developed our own software to display the differences between our projections and your current position. To reach your financial goals accountability is required from you and our team. We encourage our clients to follow and implement our recommendations. While we respond with conservative projections and assumptions.
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Our ideal client is one who appreciates financial planning as a long-term commitment to change for better financial well-being. We have been fortunate to have built many close relationships with our clients over the last 25 years which allows us to understand our clients better. Our progress meetings dissect the results into temporary changes and structural changes with corresponding decisive action plans to ensure we exceed your expectations.
Our Focus
Our client base consists of at least 60% of farmer, fishing, and small business clients. As a consequence, our focus has developed further in this industry and type.
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Farming and fishing is a complicated business that requires our expertise. Often clients have limited access to technology and financial tools that can help them create wealth.
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Our referral sources tell us that many pay way too much for below-average services. and they do not know what to do about it.
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Often stuck with underperforming super funds or older style insurances that pay commissions. But we are here to help.
We have extensive experience in how a small business works and share the same passion as many of them including that of our Western Australian weather.
From pastoral operation to mixed operations, from Broome to Mundaring, even our principal adviser has been seen shearing a sheep or two!
