How Do We Do It?

Your four foundation pillars will be built by giving you a 'best-practice' framework for:

  1. Cash flow and money management,
  2. Opportunity assessment and 'life-stage' trigger points for strategic advice,
  3. Specific investment advice for diversification, solid returns and risk minimisation.

80% of the value we provide to you will be via specific strategic advice and 20% through careful selection of optimal asset allocations and specific investment choices.

Here's the framework for how we will plan and assist you on a journey of best practice:

Your needs and aspirations will likely change as you move through differing life stages. We will 'partner' you along each stage of the journey to achieving the goals and your financial security.

These are the 8 key areas we will build into your road map for getting ahead:

Taxation & Accounting

Financial Planning

Lending & Finance

Business Development

Self Managed Super Funds

RSD Registry

Meet The Team

Brett Andrews
Director
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Cara Hall
Director
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Greg Hilson
Principal
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Lindy Burr
Senior Accountant
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Nicola Hilson
Manager
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Nicolas Siely
Manager
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Tiffany Abel
Accountant
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Olivia Treloar
Intermediate Accountant
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Jessica Bonazza
Personal Assistant to Partners / IT/ Design
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Loralee Luckett
Bookkeeping
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Marg Tuckerman
Mail & Banking
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Kirsten Galea
Manager - Business Services
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Joanne Wells
Bookkeeper
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Lisa Renato
Operations Manager
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Dianne Brooks
Share Registry
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Elizabeth Rosewall
Receptionist
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Catherine Chalmers
Intermediate Accountant
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Alex Pearson
Graduate Accountant
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Alice Warren
Personal Assistant
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