Manage your super on your own terms

Giving you the power to manage your super, your way.

Invest your way

We connect you with licensed financial planners who can optimise & manage every aspect of your financial wellbeing.

Private Wealth

A team of licensed financial planners and advisers will identify and formulate an effective strategy for you to reach your wealth goals and objectives on a clear path.

Securities

There are a number of effective strategies for investing and risk management which can be bundled into one service, making it simple for you to track & manage performance.

Superannuation

Optimise your super with a customised portfolio that has thousands of options for you to choose from, potentially reducing fees and targeting more consistent returns.

Property

A team of licensed financial planners will identify premium investment opportunities and make sure your investment structure maximizes tax benefits and profitability.

Insurance

Get expert guidance from a licensed financial adviser to find the best deal possible for your insurances, so you are covered for everything you need and nothing you don't.

Self-Managed Super

Get advice from a qualified professional on the creation, management and compliance of your SMSF, giving you access to many of the most attractive SMSF investments & strategies.

Getting started is easy

1

Free Initial Consultation

We will start with a free 15-minute consultation to see which services you qualify for and best suit your current situation and goals.

2

Research & Planning

If you qualify, we will connect you to a licensed financial adviser who will  design an investment strategy based on the services you need.

3

Advice & Implementation

After you approve the financial adviser’s investment strategy, they will get to work implementing and managing the advice on your behalf.

What people say

Chrissy
Chrissy
14/03/2022
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Adam has been stellar in his approach. He has kept in touch during the whole process of setting up my SMSF, answering questions, guiding the way and acting as an intermediary with my financial advisor. I couldn't, and wouldn't, have done it without his help! Thanks Adam!
Leanne
Leanne
02/03/2022
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From the day we were contacted to the day we signed on, Brad and his team have been first class with their customer service ... we are so grateful to have come across Brad to fix our current superannuation challenges and are looking forward to watching our investment grow over the coming years ... thanks Brad!
Boyd
Boyd
15/11/2021
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I have been with them for over twelve months now and have had no issues, in fact it has been a rather smooth ride! They always respond to any questions I have about my investments and really do take care of everything. Everything is also transparent so that nothing is said or done without consulting you first. Totally happy with them!
Amanda
Amanda
12/11/2021
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Great people who always answer the phone, if you have left a message they always call back and have helped us understand our superannuation a lot better than we did.
Ray
Ray
08/11/2021
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I found Brad to be very informative and knowledgeable about what he was talking about. He was able to answer any questions I asked quickly and made sure that I understood everything we spoke about.
Grant
Grant
06/11/2021
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My partner and I were looking at getting a self managed fund and we spoke to STEVE RANDALL and he was a massive help and actually gave us clear ideas to move forward and got the whole thing started and made the process a dream …. I can’t recommend him and his team enough. Thanks, Grant.
Greg
Greg
02/11/2021
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The overall experience was very informative. At no time did we feel obligated or pressured. As with all things new, there was some trepidation. But all questions were addressed and answered. All in all a pleasant experience.
Lisa
Lisa
17/04/2021
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Every person that I spoke to was professional and courteous. They understood their business back to front and were able to answer all the questions that I had. I would recommend this company.
David
David
05/01/2022
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Appears to be a very good way to get to your retirement goals. Just received the first income from the property trust. Very happy. Very good financial products.
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A smarter way to
manage your super

When it comes to investing, one size doesn’t fit all. That’s why we connect you to licensed professionals who can tailor an investment strategy unique to you.

Start planning for your future, today. Talk to us about your financial goals during a free 15-minute consultation where we will qualify you for services delivered by a team of licensed financial advisers.

Benefits of an SMSF

Managing your own super fund means being in control of how your super is invested, but it also means you become responsible for your own investment decisions.

 

We will connect you to Licensed Financial Planners who can help you understand exactly how to start, plan and manage your Self-Managed Super Fund (SMSF).

Disclaimer

The information and advice contained on this website is general information only. Neither your personal circumstances or objectives, financial situation or needs have been taken into consideration. Read more.