Holistic Financial Planning should touch on all aspects of your finances. Like a GP of medicine, we view it as our role to have a strong understanding of all aspects of your financial needs and for those areas that require specialist attention we want to be able to diagnose the need and identify partners that can help.

Where you have an existing trusted relationship in place, we aim to collaborate with them to achieve the best possible outcome we can for our clients. 


Property Planning Australia

At Property Planning Australia they empower Australians to create their desired lifestyle through a fusion of strategic financing solutions and property education. Their service is never-ending and provides peace of mind from the outset through to retirement.

Click here for more info on property planning advice on our partner's website. 


Personalised, Strategic, Direct Share advice. Blended with your financial plan to achieve optimum investment outcomes.

Click here for more info on investing in direct shares. 


Specialising in commercial & general insurances, cgib provide a full service general insurance experience from application to claim. With a focus on value for money, CGIB can assist with finding policies suitable to you and should the need to claim ever arise, they will deal with the insurer on your behalf.

Click here to find out more about Property Planning Australia on their web site.