Our Services

When it comes to your money, obtaining independent financial advice provides an extra layer of protection to ensure your best interests come first.

People come to us to invest

We are a private wealth management firm, specialising in ongoing investment advice and portfolio management built around your needs. We help you select appropriate structures and build a tailored portfolio that’s broadly diversified, balanced to your risk tolerance and focused on achieving your desired results.

Our Australian Equities Model Portfolio has produced 15.2% p.a. since inception.

We look after people and their assets, the way we look after our own – but all decisions are yours. We take care of all the paperwork and enable you to view your portfolio online anytime, anywhere. We can also provide consolidated tax reporting at year end.

Financial advice Adelaide

Collaborative advice

It’s not all about investments. We always keep the big picture in mind, ensuring all aspects of your financial life are considered with our comprehensive financial planning and collaborative advice service.

We’re not owned by a bank or institution

That means we can explore the full range of options to help you achieve the best outcomes. There’s no conflict between the advice we provide and any investment solutions we recommend to reach your goals.

"Many thanks Simon and John for the advice you have given us for the past twelve months and especially the financial strategy you set for us and your assistance in implementing the strategy faithfully to ensure we are on target for a rewarding retirement."

Request your complimentary 1st appointment with one of our expert Independent Financial Advisers: