We help you build, protect,
and manage your wealth
Financial freedom and success is not just about money
- it’s about you achieving your lifestyle goals
Our approach
Truly personalised
Every client is different. We provide bespoke advice tailored specifically to you. We don’t have set strategies or products and our holistic approach ensures you get the most out of your unique position, goals, and objectives.
Long term partnership
We work with you through all stages of your wealth journey. We build genuine, honest, and trusted relationships with each of our clients.
Complex made simple
We take complex issues and strategies and make them simple to understand. We empower you to take control of your financial future and make informed decisions.
Fee for service
Our fee is based on your unique requirements and the complexities of your circumstances. We do not charge asset based fees or receive any form of commission or remuneration from product providers.
Our core values of
Trust and Responsiveness
drive us to deliver quality work every time.
Our services
We help manage all aspects of your financial affairs.
Your individual situation will shape the combination of advice and services you need.
We can also work with you to provide advice on financial security for the whole family.
Wealth creation
Retirement planning
Superannuation
Cashflow & debt management
Estate planning
Intergenerational wealth & philanthropy
What our clients are saying
“We have worked with Sara over many years to set our goals, with Sara mapping the financial pathways to successfully achieve them. She is thorough and proactive with broad industry knowledge and a strategic focus. The quality that sets Sara apart is her caring nature; we feel she is just as determined and excited to reach our goals as we are.”
— James and Jillian
“We have had Trina Dooley as our financial adviser for many years…impressive for us is the open, cheerful, respectful manner she brings to the meetings. This highlights her integrity and trust demonstrated in her professional dealings. She is never hesitant to discuss any queries we have, such is her prolific knowledge of the financial sector ”
— Neil and Lutana