Feel certain about where you’re heading
Life’s biggest financial decisions deserve a clear plan. We guide you through property, wealth, retirement and legacy with a strategy that evolves as life changes.
Clarity where it matters most
A structured financial roadmap for property, wealth, retirement and family legacy
You’ll work with an experienced adviser who focuses on what matters most to you. We guide you through important decisions with clear, evidence-based thinking. Our advice-first approach means you receive a structured financial roadmap tailored to your circumstances.
Life rarely moves in straight lines, so your plan shouldn’t either. We help you map the decisions that shape your future — buying property, growing wealth, preparing for retirement, and passing it on well, so you’re building towards a bigger picture.
We start with listening, then translate your goals into a tailored financial strategy that fits your real life. It’s practical, structured, and designed to reduce uncertainty, empowering you to make confident choices.
We stay alongside you with ongoing governance and guidance, adjusting for new opportunities, family milestones, and shifting rules — so you remain steady and in control, year after year.
Our services
Honest, clear financial planning advice
Your mortgage is often your largest financial commitment. We help you structure it correctly from the start, or review it as life changes, so it supports your long-term plan rather than working against it.
Superannuation should never be an afterthought. We help you understand what you have, how it’s invested, and whether it’s structured appropriately for your stage of life.
Our aim is to help you build retirement savings methodically and ensure they are working efficiently for your future.
A financial plan only works if it can withstand life’s surprises. We look at the real risks, your income, your health, your responsibilities, and make sure you’re properly protected.
So if the unexpected happens, your long-term plans stay intact.
Retirement is a transition that requires careful modelling and clear decision-making.
We map out income streams, drawdown strategies, and contingency scenarios so you can move into retirement with certainty.
This is where everything comes together. The best financial advice integrates lending, superannuation, insurance, tax coordination, and long-term wealth strategy into one structured plan.
We provide ongoing guidance through an annual retainer model — ensuring your plan adapts as legislation, markets, and life change.
A structured, long-term partnership
How we support you
Understand your goals
We begin by listening. Before we talk numbers, we want to understand your goals, your concerns, and what matters most to you and your family.
Create a clear roadmap
Once we’ve taken the time to understand your situation, we map out a clear path forward. We look at different scenarios, test the numbers carefully, and consider what could go wrong — not just what could go right.
Put the plan into action
A strategy is only valuable if it’s executed well. We coordinate lending, superannuation, insurance, and investment structures so every component works together as part of a single plan — handling the complexity on your behalf so you don’t have to manage multiple moving parts.
Ongoing governance and review
Through our ongoing retainer relationship, we regularly review and refine your plan to ensure it continues to reflect your goals and circumstances.
Our Team
We’re a boutique financial advice firm taking a long-term, Family Office approach — building trusted relationships over decades and delivering advice grounded in integrity and disciplined thinking.
Blake Conde
CEO & Adviser CFP, JP
Tim Brosnan
Head of Wealth & Adviser BA Bus, DipFP
Elisse Hart
Operations Manager
Ellie Gao
Finance Manager M.P.Ac
Peter Lever
Head of Tax & Accounting
Daniel Rolley
Chief Investment Officer CFA
Amelia Blenkhorn
Adviser
Ben Mitchell
Adviser MFinPlan
Cherry Lai
Adviser
Edward Revis
Adviser ADFP
Janet Yeung
Adviser MCom(FP), FChFP
Matt Collins
Adviser DipFinServ
Damien Cooper
Founder & Adviser BBus, DipFP, AMC, JP
Wade Stanley
Mortgage Broker
Marc Lerner
Investment Analyst BCom.FinJonas Elliff
AssociateTracy Huynh
Senior ParaplannerVidyana Suyanty
Paraplanner
Puja Gupta
Client Services Officer
Dee Robb
Client Services Officer JP
Debra Davies
Client Services OfficerPeter Taña
Client Services OfficerGee Baliola
Client Services OfficerBG Yrog-irog
Client Services OfficerRovin
AccountantMelissa Tanaya
AccountantChloe Paterson
Office Manager & Tax AdministratorMariah Karmal
Tax AdministratorKhushali Rajyaguru
SMSF AdministrationClient testimonials
Looking
for clarity?
Experience financial advice built around you
As a boutique advisory firm, we provide holistic guidance across lending, wealth, retirement and protection — helping individuals, families and businesses build, manage and protect their wealth over the long term.
If you’re seeking thoughtful advice built on partnership, it begins with a clear plan. Our team is here to help.
