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We help you grow your  wealth for a good life now.
And for generations to come.

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LIFE IS BETTER WITH A PLAN

You are at the heart of our service.

OUR SERVICES

FINANCIAL PLANNING

Preparation is the key. You can't move forward to create multi-generational wealth without planning ahead. This is how we help you get started.

INSURANCE & RISK MANAGEMENT

Financial risks come in all shapes and sizes, and when you least expect them. So, it makes sense to build reliable safety nets to secure your financial future now when everything is going well.

INVESTMENTS
& WEALTH MANAGEMENT

We help you grow and manage your assets and reduce your liabilities, all while maintaining a healthy cash flow. This is crucial for building and preserving your generational wealth.

LEGAL, SUCESSION
& ESTATE PLANNING

Your wealth sits within a complex legal framework. We help you take control with Wills, Powers of Attorney, business structures and commercial agreements for your business.  

ACCOUNTING & TAX PLANNING

We will help you with your tax returns, business tax planning & advisory, preparation of financial statements and SMSF administration services. 

BUSINESS PLANNING & CONSULTING

We help businesses grow and business owners to build efficient processes so they can work on their business instead of in their business.

Tailored programs to match your needs

It's not just about making money. It's about building meaning and purpose for your life. Discover how our forward-thinking programs will guide you towards a future of multi-generational family wealth, focusing on the most important practical financial matters to bring the direction you need. Let's get started.

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Get Started

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This is a new program

Throughout our taylormade programs we cover three main approaches

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This is a new program

Throughout our taylormade programs we cover three main approaches

Individual
Family
Business

We cover three main approaches to support you in your wealth building journey.

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Individual

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Family

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Business

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More than happy clients.

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ASK AN ADVISER NOW

Industry leaders with over 50 years of experience ready to hear from you

Book your 30 minutes session with our advice professionals

Our Team

If you don't mind who gets the credit, you can do amazing things!

This is your Team section. It's a great place to introduce your team and talk about what makes it special, such as your culture and work philosophy. Don't be afraid to illustrate personality and character to help users connect with your team.

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Shaun O'Keefe

CEO | Financial Adviser

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Debbie French

Financial Adviser | Aged Care Specialist

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Thiago Borrelli

Provisional Financial Adviser

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Samantha O’Keefe

NDIS Plan Management

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David Coomber

Advisory Board Chair

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Ashlee Zimmerle

Paraplanner | ONTRACK

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Maria Melo

Business Development Manager

Human - centric

Trustworthy 

Collaborative

Meaningful

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