Call us
The first step is to have a chat with our team, identify your goals and let us show you how we can help. Our initial consultation is free of charge & obligation free.
We write your plan
We prepare a financial plan based on your situation and goals. We offer options and results-based solutions so you can choose if SMSF is the right choice for you.
Set up your SMSF
We assist in the establishment of your SMSF, guide you through each step including tax, administration, investing and compliance, for the life of your fund.
Buy an investment property
If you are eager to invest your Super into property, our property coaches show you growth locations and help you choose a property that matches your cash flow and goals, while minimising risk.
Sandra & Matt Winter
Sandra and Matt were concerned about the amount of fees they were paying in their separate Superannuation funds. They wanted to create a joint Super...
Read their story
Steven Purcell
Steven and his wife Caroline came to us with a combined superannuation balance of $254,000 across several different funds, and a desire to invest in property...
Read his story
Zoe Nguyen
We helped Zoe take control of her superannuation and establish an SMSF in early 2013. We found her lost super, consolidated her super funds and established an SMSF...
Read her story