I
Personal advice.
Commitment 01
Every client has a named adviser. We do not rotate accounts and we do not hand you to a junior. The person you meet is the person responsible.
Our services
Six disciplines, one practice.
Each service is delivered through a personal adviser relationship — supported by our research, compliance, and administration teams.
I
Personal wealth management and financial planning
Personal adviser relationship with quarterly portfolio review meetings, annual strategy review, and ad-hoc consultation as your circumstances change.
II
Self-managed superannuation fund administration
Personal adviser relationship with quarterly portfolio review meetings, annual strategy review, and ad-hoc consultation as your circumstances change.
III
Corporate advisory and M&A support
Personal adviser relationship with quarterly portfolio review meetings, annual strategy review, and ad-hoc consultation as your circumstances change.
IV
Residential and commercial lending
Personal adviser relationship with quarterly portfolio review meetings, annual strategy review, and ad-hoc consultation as your circumstances change.
V
Risk insurance and estate planning
Personal adviser relationship with quarterly portfolio review meetings, annual strategy review, and ad-hoc consultation as your circumstances change.
VI
Mining executive remuneration and equity planning
Personal adviser relationship with quarterly portfolio review meetings, annual strategy review, and ad-hoc consultation as your circumstances change.
/ Practice metrics /
The shape of the practice.
Funds under advice
$2.1b
across all clients
Financial advisers
22
all CFP-qualified
Average relationship
8yrs
client tenure
Net Promoter Score
+62
measured quarterly
How we work
Three commitments.
Process matters as much as judgment. These commitments shape every engagement we accept.
II
Conflict-free.
Commitment 02
Our advisers are paid on salary plus practice profit — never on product commissions. Recommendations follow your interests, not ours.
III
Documented in writing.
Commitment 03
Every recommendation is captured in a Statement of Advice, with the reasoning, the alternatives considered, and the costs disclosed. You keep a copy.