Not all investment advisors are equal. We specialise in providing independent financial advice services, insurance and investment advice to professional people who have achieved career success or aspire to it.
Our clients cover a broad range of industries; from health to engineering, university lecturers and business owners. Our clients have a broad range of investing interests; from direct shares to direct property, to gold and diamonds. As we aren’t controlled by an external investment company or insurer, we can review all available options and customise a recommendation just for you.
If you have wealth to invest and protect – or you know you will have significant wealth down the road – you can choose our Melbourne based team with confidence.