Honest and authentic wealth planning with a focus on you.
Replacing financial fear with freedom.
Why we exist
Our mission is to bring freedom for all.
We replace slave mindsets with freedom and fullness. We help everyday people live their best life by making smart and meaningful decisions with their wealth. We set up clear and achievable plans to reach your financial goals. We exist to bring freedom for all.
Strategic wealth planning, risk control and asset allocation to achieve your financial goals.
Protect the wealth you’ve worked so hard to create using life insurances.
Optimise your superannuation and retire comfortably with pre and post retirement strategies, retirement income streams and GESB planning.
Leave a legacy to people or causes that you care about.
We’ll carefully handcraft a plan to help you live your best life — through smart and meaningful decisions that positively grow your wealth.
– Lisa Chan
We’re honest, transparent and uphold the highest integrity. We’re in the business of partnership rather than pretentious selling. We’re open and flexible, and our yes means yes. When we say we’ll do something, we’ll do it.
We genuinely care. We seek your highest good, not because we have to, but because we get to. We are moved by compassion to improve the lives of those entrusted to us.
We seek deep human connection. We want to know you intimately and form strong relationships with you and your sphere. This connection extends to our wider community rather than a select few. We make our services accessible to the majority (not just the minority). Freedom for all.
Get in touch
Take the next step and chat to one of our team.