1. Let's talk
Starting with a simple conversation, we'll discuss what's important - You! The more we know about you and your goals the better we can tailor the advice to your needs
2. Engage
Once we understand you and your goals, we will conceptualise various strategies that aim to better your position and achieve your goals. We will then present our Terms of Engagement and advisory costs
3. Implementation
Once you engage with us formally, you will receive a strategic plan called a “Statement of Advice”, detailing our advice. We'll meet again to discuss this plan, and implement all the strategies together
4. Annual Reviews
We encourage meeting biannual or at least annually, as doing so provides opportunities to review implemented strategies and make changes, to ensure your plan remains on track
Tailored Financial Advice
As everyone's circumstances are different, there is no 'one size fits all' solution. Our advice may involve one or all of of the below areas. For this reason, each individual plan is tailored differently.
Wealth Advice
Whether you are accumulating wealth, transitioning into retirement or have retired, we provide investment solutions for all phases of life, incorporating asset ownership structuring through Self-Managed Super Funds (SMSF), Industry or Retail super funds, Trusts, Investment Companies, or simply in your own name
Risk Mitigation Advice
You don't plan for the worst but you can prepare for 'what if'. Our risk mitgation advice involves leveraging Life Insurance products such as Death, Total & Permanent Disability (TPD), Trauma, and Income Protection Advice to cover your personal or business financial risks, to ensure sufficient funds are made available in the event of a medical tragedy
Tax Considerations
All Financial Advice invariably impacts one's tax position either positively or negatively. We ensure the advice we provide maximises the positive outcomes, and minimises the negatives during your financial journey. If specific Tax Advice is required, I am happy to refer you to a qualified Accountant
Estate Planning Facilitation
Estate Planning is a hard but equally important conversation that is often neglected, as it refers to the distribution of your wealth following your death. This is a key component of your total financial strategy, involving your superannuation beneficiaries, Wills, Powers of Attorney, Binding Financial Agreements, and other vital Estate Planning considerations. Although we are not authorised to provide legal advice, we can connect you with a qualified Solicitor to begin conversations
Mathew Barr | Partner | Senior Financial Planner
Mathew Barr | Partner | Senior Financial Planner
Mathew Barr | Partner | Senior Financial Planner
Mathew hails from New Zealand, migrating to Australia nearly 20 years ago.
He has an extensive knowledge across multiple financial disciplines and holds a Graduate Diploma in Financial Planning (GDFP), along with accreditations in Self-Managed Super Fund and Direct Securities.
On a personal note, Mathew is a loving husband and proud fathe
Mathew hails from New Zealand, migrating to Australia nearly 20 years ago.
He has an extensive knowledge across multiple financial disciplines and holds a Graduate Diploma in Financial Planning (GDFP), along with accreditations in Self-Managed Super Fund and Direct Securities.
On a personal note, Mathew is a loving husband and proud father to a delightful two-year-old daughter, and enjoys BBQ'ing, fishing, and keeping fit, training at the gym, in Capoeira (Brazilian martial art), and Acrobatics.
Andy Nguyen | Partner | Senior Financial Planner
Mathew Barr | Partner | Senior Financial Planner
Mathew Barr | Partner | Senior Financial Planner
Andy is a seasoned Financial Adviser with a Bachelor's in Business and a Master's in Financial Planning. With a diverse background in medicine and small business across various sectors, he brings a unique perspective to his work.
He specialises in crafting tailored financial strategies, leveraging his expertise in companies, trusts, and SM
Andy is a seasoned Financial Adviser with a Bachelor's in Business and a Master's in Financial Planning. With a diverse background in medicine and small business across various sectors, he brings a unique perspective to his work.
He specialises in crafting tailored financial strategies, leveraging his expertise in companies, trusts, and SMSFs. Whether you're a young professional, a growing family, or a small business owner, Andy is committed to helping you achieve your financial goals.
Beyond his professional life, Andy enjoys the outdoors, board games, and spending time with his puppies, and soon-to-be-born son.
Client Services | Sarah Campbell
Mathew Barr | Partner | Senior Financial Planner
Client Services | Sarah Campbell
Sarah has accumulated 24 years of experience in the insurance advice industry, demonstrating a comprehensive understanding of insurance products, principles, and office acumen.
In her current role, Sarah is responsible for managing client relationships, accounts, and processes. With her extensive knowledge and experience, Sarah is dedicate
Sarah has accumulated 24 years of experience in the insurance advice industry, demonstrating a comprehensive understanding of insurance products, principles, and office acumen.
In her current role, Sarah is responsible for managing client relationships, accounts, and processes. With her extensive knowledge and experience, Sarah is dedicated to delivering exceptional client service.
Outside of work, Sarah enjoys her downtime at the beach, by the pool, camping and travelling with her husband, 2 kids and of course her favourite family member of all, her French Bulldog.