Take Control of Your Financial Future

— With a Guide Who Puts You First.

We help busy, successful people organise their finances with a clear roadmap, independent advice, and visible progress.

Book An Initial Call

Not having a clear Roadmap is costing you more than money.

Most people have some sort of program in motion -- an accountant, maybe a lawyer and perhaps an investment adviser ... and yet life still feels disjointed and complex.

Not having a coordinated and integrated Roadmap robs your focus, energy, and time you’d prefer to spend with people who matter most to you.

Independent advice. Organised and optimised finances. Clarity, direction, and results.

Clarity and Simplicity

Our Roadmap process brings order to your financial life — no jargon, no guesswork.

Trust Without Conflicts

We're Gold Standard Independent^TM and fee-guaranteed.

Comprehensive and Holistic

We coordinate all aspects of your financial life including legal, tax, investment, risk and more.

Ongoing Progress

You’ll always know where you’re heading, with clear Goal Progress Charts that show you how you're tracking and what to do next.

If you’re tired of trying to figure all this out on your own ...

Our job is coordinate everything you need to do across all the important areas of your financial life into an integrated and directed plan, aligned with your Roadmap. We bring accountability and transparency to the table so that you are optimised and organised. This means you don’t miss opportunities and are protected from setbacks.

We've helped many other successful Australians rise above the noise and distractions to regain clarity and confidence over their financial future using our big picture ‘Roadmap’ method.

We're the founders of The Profession of Independent Financial Advisers (www.pifa.org.au) and we established The Gold Standard of Independence^TM. Our process is transparent, our fees are guaranteed, and you're never locked in.

What’s the Catch? We aren’t for everyone.

You’ve probably guessed we can’t work this way for everyone. The fact is we’re only for people as serious as we are. Our clients generally are over-50s who lead complex lives and have very compelling ‘Must-Haves’ as part of their future. They can’t afford setbacks and so they need to organise and optimise their finances through a clear, independent roadmap that gives them unshakeable confidence they’ll be financially free, for life. Does that sound like you?

Too Expensive?

Value-first, fee-guarantee promise.

Locked In?

No long-term contracts. Cancel anytime.

Biased Advice?

Comprehensive, conflict-free planning.

Takes Too Long?

Results within 30 days though a structured process of progress touchpoints

Too Good to Be True?

125 Financial House checkpoints, GPS tracking, guaranteed deliverables.

Too Expensive?

Value-first, fee-guarantee promise.

Locked In?

No long-term contracts. Cancel anytime.

Biased Advice?

Comprehensive, conflict-free planning.

Takes Too Long?

Results within 30 days though a structured process of progress touchpoints

Too Good to Be True?

125 Financial House checkpoints, GPS tracking, guaranteed deliverables.

Too Expensive?

Value-first, fee-guarantee promise.

Locked In?

No long-term contracts. Cancel anytime.

Biased Advice?

Comprehensive, conflict-free planning.

Takes Too Long?

Results within 30 days though a structured process of progress touchpoints

Too Good to Be True?

25 Financial House checkpoints, GPS tracking, guaranteed deliverables.

Here’s How It Works

Book An Initial Call

— Talk to us to explore your situation. We will either point you in the right direction or invite you to complete your Financial Roadmap.

Experience what it’s like to have a real Roadmap

— 'Call time out’ on the ‘doing-it-doing-it-doing-it’ so that you can design your ‘ideal’ future, on purpose. You will walk away with a sense of clarity, direction and confidence that there IS a way. Or your money back.