We're problem solvers

We’re Problem Solvers


Over the years, we’ve helped a lot of people. Your financial planning needs are deeply personal. Your situation is unique, your life is unique and your goals are unique. We’ve helped a lot of individuals and businesses, and over 500 families, some in their 3rd generation with us.

Happy families, not-so-happy families, blended families with complicated estates, cross-border marriages, people dying with too much money, and people getting old with too little.

We’re a team of eight managing money for over 500 families, some in their 3rd generation with us. Our financial planning is deeply personal for each and every person we serve.

How can our Victoria financial planning and investment team help you achieve your financial vision?



What Our Clients Say


"I really appreciate the work you and your team have been doing. The returns have been excellent—I often wish I'd started working with you 20 years ago, as I made some costly mistakes managing investments myself."

- RK

Unique solutions for business owners and entrepreneurs.
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Understanding the challenges women face and how to help.
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Nurturing wealth so you can live a longer, better life.
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Delivering strategic solutions to support and sustain the mission of your foundation
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A pragmatic approach to wealth management
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You are the center of our attention

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

Collaboration reveals your needs, wants and wishes

Thoughtful advice craftedjust for you

Your goals become ours

The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham