Financial planning services

Full-spectrum financial planning to get your money working as hard as possible for you.

Imagine the feeling of not having to worry about money?

How good would it be?

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We understand that tackling your financial life can be confronting.

And with all the conflicting information flying around online, you're not alone if you feel disillusioned and stuck, unsure how to best plan for the future.

We draw on our own personal experiences and technical expertise to get your surplus money working as hard as possible using our Shield System.

It involves tried-and-tested strategies, innovative ideas and best practices that are required for you to improve your financial performance, get the most out of your money, maximise your investment returns, and remove the day to day financial stress that comes with life in general.

More importantly, we share the very best of what is working for our clients right now in this world of financial chaos and confusion.

Rapid Wealth Growth with
The Shield System

Cashflow optimiser

Take control of your money by understanding what's coming in and out, set up automated systems to simplify your financial life.

Investment accelerator

Discover an innovative four-step sequence that takes advantage of investment opportunities as they arise in our fast paced global environment.

Protection shield

Move forward confidently, knowing your family’s financial foundation is secure through life's uncertainties.

Freedom formula

Reach that financial sweet spot where you've got the freedom to do what you love, when you want, without money worries holding you back.

How we help

Control your cashflow

Take control, stop the money leaks and get your money working on autopilot.

Supercharge your super

Maximise the tax-efficient opportunities super offers and get your retirement savings working hard.

Create a passive income

Know the right strategies to build up your assets to replace your income, maximise returns and minimise risks.

Structure for business success

Know how to effectively structure your business investments to minimise tax and protect your assets.

Minimise tax

Build wealth and legally minimise taxes by learning how to structure your finances for your unique situation properly.

Break free from debt

Achieve a sense of calm and control with a strategic plan that systematically reduces your debt while also minimising fees and interest rates.

Insurance protection

Sleep better at night knowing you and your family are covered if you suddenly face a serious injury, illness or worse.

Retirement planning

Feel reassured you’ll have enough to last the distance and turn your retirement dreams into a solid reality while still enjoying life today.

Estate planning

Know your wealth will be distributed to your wishes with help from the right mix of legal, accounting and financial specialists.

How it works

Step 1

Call

Schedule a free 15-minute introductory phone call to figure out where you are, where you want to be and if we can help.

Step 1

Step 2

Clarify

A 45-minute virtual or in-person meeting where we'll find out more about you and show you what's possible.

Step 2

Step 3

Plan

We crunch the numbers, provide you with the systems, structures and options to get you from where you are today to where you want to be.

Step 3

Step 4

Progress

We’ll catch up for review meetings to celebrate your progress and fine-tune your plan for optimal outcomes. You can reach out at any time with your questions and ideas, big or small.

Step 4
Book a wealth check