There are a myriad of ways to buy and own shares that invest in a range of underlying asset classes. We can help you to create a portfolio that caters to your:

  • Investment experience, preferences, timeframe, tolerance for risk and ultimate goals;
  • Specific concerns regarding tax and ownership issues;
  • Need for income and/or capital growth.

A share portfolio is an excellent way to own a diverse array of both Australian and International investments via either direct shares, managed funds, Exchange Traded Funds (ETFs), Listed Investment Companies (LICs) or more advanced arrangements like instalment warrants or structured investments.

We work with you to build a broad portfolio for either personal, Superannuation, trust or business purposes.

If appropriate for your situation, a share portfolio can also incorporate borrowed funds (known as gearing). Getting a professional adviser involved can help you to navigate both the structural, tax and cash flow issues associated with such an arrangement.

We can also assist you to obtain the right kind of finance to suit your investment purposes.


Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more


Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more


Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more


Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more

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If you are ready to start making changes to your financial future and meet with an expert adviser, please make an appointment using the form below.

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