Financial Planning

Be Retirement Ready



Do you know how much money you will need in retirement?


The truth is, most people don’t know at all or are very unrealistic.


In fact, roughly 80% of people don’t have adequate funds to meet their retirement needs.


Many are forced into drastically reduce lifestyles in retirement and struggle to live the generous life that God calls us to. 


It doesn’t have to be this way.


Be Prepared.

We know that money management can be stressful.We can help you create a financial roadmap that gives you certainty around funding your retirement.


We’ll help you plan and structure your finances to become financially healthy, live well and be able to live generously.


As a faith-based financial planning firm, we understand your Christian values and will help you to ensure your finances are aligned with God’s word as well as maximizing contemporary financial planning strategies.

Be Retirement Ready

Retirement is a big milestone in one’s life.


It requires careful planning to ensure your money gives you the income you need, exceeds inflation, is preserved and lasts your lifetime.  


Our goal is to provide you with a tailored, tax efficient retirement road map.


Life has a habit of sending us the occasional curve-balls.


Whether its illness, injury or premature death, we all know someone who has been impacted by a major health event that changes the course of life.


Insurance can help reduce and even eliminate the financial burden that can occur due to sickness or accident.  

Invest with Purpose.

Find Opportunities.


Our world is in constant change.


New opportunities and industries are springing up whilst others fade away.


We seek to invest in high quality assets that capitalise on long-term investment themes.


Portfolios should be future looking, but with an understanding and appreciation of market and economic history.


Our portfolios are goals-based and are designed to ensure you have money when you need it for your purposes.


We manage risk to ensure your goals aren’t jeopardised by adverse changes in markets and economies.

Lending Solutions

At some stage in our life, most of us incur debt to buy a home, holiday home or use it to buy an investment property.


We have a large panel of lenders to help you find a competitive loan and can assist you to structure your debt properly.


Paul & Lynne Campey
Former Director, Christian Super
Leighton Hunziker
Retail Services Director, Savills Australia
Jimmy Hill

start your journey to financial success

enquire now.

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