Your Wealth Journey

The road to wealth is a journey. As your trusted partners, we provide personal guidance to achieve your goals.

We are Melbourne based specialists in investment management, wealth advice and specialist advice and consulting. It’s been 50 years of navigating journeys with business owners, individuals and families. We believe this tenure is a quiet reflection of our clients' achievements. Together, we are in this journey to protect and grow wealth.

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Our Client Journeys

Our Approach

Whether your assets sit at 2 million, 10 million or 100 million, our offering is tailored to your wealth and aspirations. Based on what you hope to achieve, we offer these services for business owners, individuals and families.

Services

  • Investment Management

    Considered investment should be reassuringly unexciting. Our substantial expertise and crafted strategies are designed to make your investment planning stress free, targeting sound and sustainable long-term returns.

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  • Wealth Planning and Advice

    Our clients have a wealth of expertise and are perfectly capable of making sound decisions. Our role is to help guide them in this process, integrating key components to help reach their personal goals in both life and wealth.

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  • Specialist Advice and Consulting

    Our peace of mind planning process is about devising a bespoke strategy and plan for you and your needs. Each person’s circumstance brings its own complexity. Whilst we help guide you along the path, the plan is yours, for your journey.

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News and Insights

  • Volatility back in the spotlight

  • Too much bank for your buck?

  • Australian data doldrums... the wealth effect shifting into reverse