“Successful wealth creation is about making good decisions and small sacrifices, over and over again. Having the time and financial discipline to do this sometimes feels impossible – having a professional adviser is essential to keeping you focused on what really matters.” Karen Faehndrich is a highly qualified Financial Adviser. She has more than 17 […]

“There’s a big difference between your risk capacity, your risk tolerance and your required risk. And that’s important. These are critical in designing investment outcomes.” Josh is a multi-award-winning adviser specialising in strategic and technical wealth management, and features on the prestigious list of Most Trusted Australian Advisers, by the Beddoes Institute. He has also […]

“I really enjoy helping people in achieving their goals. Through understanding and tracking their progress together we look confidently to the future.” Lydia’s engaging and understanding approach to delivering on her clients’ specific needs are key elements of her friendly yet professional style. Working with multi-generational families she enjoys assisting each generation with their unique […]

“We concentrate on getting the strategy right in the first place and that depends totally on what drives you, what your objectives are.” Mark is a multi-award-winning adviser specialising in wealth management strategies, superannuation and estate planning, for successful business owners and professionals and has been named National Adviser of the Year by Securitor Financial […]

“There are many people looking for that “quick fix”, the next “sure thing” that will make them rich. I firmly believe we are only truly satisfied when we have had to work towards achieving an outcome, not when it is handed to us. Creating and maintaining true wealth is something that occurs over a period […]