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Lesson 1
Never put all your eggs into one basket.

We have the expert knowledge you need.

Our totally unique, tried and tested investment process offers a
high value, low-cost system to protect and improve our client’s financial lifestyle, beyond their pension, for their lifetime.

OUR SERVICES

Experience you can trust
Superannuation Fund
& Benefit Analysis​
Investment Strategies For Growth

OUR APPROACH

Why do we talk about buckets and harvesting?

It's our unique approach to managing our client's money, ensuring their risk and returns are constantly monitored and optimised.

 

OUR TEAM

Our core team of advisers have a combined 100+ years experience in the sector.

They are supported by a dedicated crew who manage the transactional and technology functions for our clients.

Nearly 20 years in business 

$500M under management 

 4 Advisers

Our advisers are well known in the Canberra market and are well respected amongst our clients, bringing very specific, high-level expertise to clients who have access to the defined benefits superannuation scheme.
 
We hold our own financial planning license with ASIC, which means we operate independently and are not beholden to any large financial institution or their products. We offer a range of carefully selected products and investment options that align with our investment philosophy and are appropriate to our clients’ needs.
 

CONTACT US

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