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Your personal client portal

Everything in one place

All of your assets, liabilities and insurances are conveniently in one place, so you can see everything you need at once.

Property valuations

Receive free appraisals of your home. Track your property and suburb’s performance.

Estate planning redefined

Are you one of the 50% of Australians who don’t have a will? Use the wealth portal’s estate planning features to get organised.

Track your spending, create new habits

Whether you’re spending too much on travel, coffee, or shoes; manage your spending with easy to use cashflow and budgeting features.

Your portal’s security features

Be confident your information is safe with bank level security and multi-factor authentication.

Make smarter decisions

With powerful reports and purpose-built wizards the portal is chock-full of tools to help make managing your finances a breeze.

No more paper trails

Digital signatures are a quick, easy and secure way to sign important documents. Your wealth portal makes it easy.

All devices, all the time

Whether you’re on your desktop, tablet or smart phone, you’ll have access whenever you need it, 24/7.

Change the way you look at your super and investments


Analyse your portfolio with clarity and transparency via comprehensive range of reports. View portfolio performance, asset allocation, cash transactions and more.

Investment Research Tools

See investments in a completely new way with access to some of the best available research data and tools on local and international markets.

Mobile Access

Interact with your super and investments anywhere.

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Personalised Advice

  • Customized strategies
  • Fee for service
  • Salaried advisers
  • Industry leading client to adviser ratio
  • Boutique self-licensed
  • Locally owned
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Giving Back

Our company has been built around the philosophy that in order to move forward in life you need to be giving back.

We ‘give back’ because we want to make a meaningful difference to our community and to those who are less fortunate than ourselves.

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100% Happiness Guarantee

Upon presentation of your financial plan, if you aren’t completely satisfied with the level of service and expertise; we promise to make it right. If we don’t we will happily refund your financial plan fee.

That’s our happiness guarantee!

What our clients say

make a better plan for you and your family