We work with people planning for retirement, small business owners, and individuals with complicated affairs. We have chosen to specialise in these areas to ensure we can provide the highest level of technical knowledge to a specific group of people.


As of October 2019 we have closed our business to new clients as we are effectively at full capacity. We may from time to time accept a new assignment but we are not taking steps to grow our business


He has my complete trust and respect and not only is he brilliant with is financial acumen and advice….
I think what I enjoy most is that he’s a really, really, lovely, personable guy with a terrific sense of humour! I cannot recommend him highly enough.


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It’s never too early to invest in your future

Call us on 02 9532 0478

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