We listen to our clients and have a true commitment to understanding their requirements and developing strategies to create, manage and protect their wealth over the long-term.

Our client base includes professionals, high net wealth clients and self-funded retirees with portfolios of up to $100 million. We also provide corporate superannuation services to a range of companies with up to 1,000 employees.

We recognise the challenges of making wealth last a lifetime and therefore we build a deep level of intimacy and trust with our clients. We collaborate with them to define their financial strategy and objectives, personal values, life goals and aspirations over the long-term.

To capture and measure client perception of our brand, service levels and the robustness of our strategy, we undertake an annual client satisfaction survey. The survey is designed to identify areas of strength as well as where we may need to make improvements or changes within our business.

Our dedicated team is always willing to support community-based projects, volunteering for local clubs and helping clients with community services.