Services
Our approach simplifies complexity and creates clarity across every stage of your financial journey – from growing your wealth, to protecting it, to ensuring it transfers smoothly to the next generation.
We call this our Plan – Secure – Legacy framework, designed to give business owners, professionals, and expats confidence at every step.
PLAN
We design tailored investment portfolios that align with your risk tolerance, long-term goals, and family needs. For business owners, we help diversify wealth beyond the company. For professionals, we simplify complex financial lives.
Our disciplined approach balances growth and security through accumulation strategies - building and protecting wealth during your working and business years while preparing for future retirement needs. This includes advising on Self-Managed Super Funds (SMSFs), providing flexibility and control over investment decisions.
Secure
Your wealth is more than numbers - it represents years of effort, sacrifice, and vision. We help you prepare for the future with structures that protect your family and business. From trusts and wills to business succession, we create plans that minimise tax, reduce conflict, and secure long-term continuity.
Secure / Legacy
Turning business, property, and pensions into reliable income is crucial for retirement. We help you define when you can retire with confidence and how to structure your assets for long-term security.
Our approach focuses on decumulation strategies - carefully drawing down superannuation, pensions, and investments in a way that sustains your lifestyle, minimises tax, and protects capital throughout retirement. For many clients, this includes managing Self-Managed Super Funds (SMSFs) to integrate assets such as QROPS transfers, property, and equities.
For expats, we provide specialist cross-border guidance - particularly UK pension transfers (QROPS) into Australia. Having lived and played sport in the US and Japan, and worked in London’s financial markets, Ben brings a unique international perspective to planning across borders.
Secure
We design strategies to safeguard your wealth, family, and business from unforeseen risks. This includes life and income protection, buy-sell agreements, creditor protection, and tailored insurance planning.
Importantly, our role doesn’t stop at setting up cover. We also assist clients in navigating the complex insurance claims process - handling medical and financial paperwork, and providing support at a time when clarity and care matter most. This approach has not only delivered successful claims outcomes but also built enduring relationships with families through some of life’s most difficult transitions.
Legacy
True success is measured not just by what you build, but by what you pass on. We help you define and deliver a legacy that reflects your values. From education funding and family trusts to philanthropy, we ensure your wealth benefits the next generation responsibly while preserving your capital.