Trusted Advisers.
Removing Complexity.
Proven Results.
So you can focus on what matters most.
Comprehensive Wealth Management
We help successful people manage and grow their wealth. With a proven methodology that is fiercely client centric, we ensure that you remain on track to meet your financial goals.
Our People
Kevin Bailey AM
Kevin has long been one of the most respected leaders in financial services. As former Director and Fellow of the Financial Planning Association, he has received many accolades for his contributions to the industry including an appointment to the order of Australia.
Wes McMaster
Wes is regarded as an expert in the rules and principles governing financial advice. He has served as Chairman of the Financial Planning Association and has provided evidence to both Federal and Supreme Courts as an expert witness in high profile cases.
Christopher Bailey
Chris is a skilled and qualified financial planner with a demonstrable record of being totally client focused. He is committed to ongoing education and upholding the highest standard of professionalism in the financial advice industry.
Complimentary eBooks
We aim to cultivate a long term loyal partnership with every client and are committed to offering value in every interaction. These short eBooks are designed to empower the reader to know what questions to ask when seeking advice. They are not designed to give you all the answers, but they certainly serve as a good starting point to arm you with the right questions so that you can live your own answers with confidence.
What our Clients Say About Us