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As honest as they come. I flew to Canberra to meet Ellen and present recommendations after many hours of online meetings...
10/10/2026

As honest as they come. I flew to Canberra to meet Ellen and present recommendations after many hours of online meetings. Her first question about sitting down, looking me straight in the eye "why the bloody hell should i trust you?" 8yrs on, she has shared everything with me, even things her family dont know about. We have a strategy that extends beyond her lifetime, everything this woman does is to provide to her extended family, now, and in perpetuity. She even takes time out from her 360acre property to do the best passionate fruit sponge cake imaginable when me and the kids visit!!

I met Mitch when i worked in the bank, just weeks before leaving back in 2017 (great place to learn, even better place t...
10/10/2026

I met Mitch when i worked in the bank, just weeks before leaving back in 2017 (great place to learn, even better place to leave!). We kept in touch and the boats, trucks and toys of his younger, carefree, offshore oil and gas days are now being used shared with his precious baby boy. Sometimes you don't have to speak every day to add value or prove trust, it's built and protected over the long term over the small things that add up over time.... now we just have to find you that acreage property Mitch!

I was with my kids on a road trip to see my family down south the day Melanie secured a home for her and her two girls. ...
10/10/2026

I was with my kids on a road trip to see my family down south the day Melanie secured a home for her and her two girls. I'll never forget that phone call as i stood by the river that after 3months of working together she had a home she thought she was 5yrs away from. I am now fortunate enough to work with Mel's amazing parents as well, but the real fortune is seeing her life flourish beyond spreadsheets and processes to her pending "Summer of Mel" resulting from the sale of her business....if she comes back from her celebratory cruise that is!!!

When one of your longest client relationships introduce you to their best friends, their is a trust and unspoken respons...
10/10/2026

When one of your longest client relationships introduce you to their best friends, their is a trust and unspoken responsibility to respect that introduction and cultivate additional trust. Having worked together nearly 2yrs, retirement has come forward by approximately 3yrs, there is always one or two overseas trips booked and 5 reviews in 9mths have given Toni and Drags the clarity to live their best life without fear and to spend their hard earnt retirement savings without remorse! There is value in strategy and staying the course, it's important to know it is the right course!

When i was first introduced to Melita via their accountant, i asked what she was looking for and her response forged an ...
10/10/2026

When i was first introduced to Melita via their accountant, i asked what she was looking for and her response forged an instant bond: "someone who doesn't bullsh and can gives us a strategy from now to retirement, without the bullsh ..." Complicated tax structures, a successful business and an even more successful family unit growing and evolving as time passes. Their trust is never something i will take for granted.....

Sometimes we know so much we don't know what we should do next. Jen and Nath come from humble beginnings and have built ...
10/10/2026

Sometimes we know so much we don't know what we should do next. Jen and Nath come from humble beginnings and have built their own financial success through hard work and understanding. From being workmates and at their wedding over 20yrs ago, seeing the life they now provide their boys and the adventures they share together is why i love doing what i do. Can't wait to see what next guys!

These guys are as low key as you can imagine, our retirement strategy has just reached its zenith after 8yrs of strategi...
10/10/2026

These guys are as low key as you can imagine, our retirement strategy has just reached its zenith after 8yrs of strategic decisions. Buying, selling, low cost energy throughout the house, cash flow analysis and now time to live their best lives and get overseas to see family!!! 68 emails in 6wks but you dont get their level of financial clarity if you arent engaged, and you wont have success if you dont understand what you are doing, why, and what the benefits and alternatives are!

The rock and the vulcano. Max gives everything in the service of others, Laury is mad (in a good way, we are all a bit m...
10/10/2026

The rock and the vulcano. Max gives everything in the service of others, Laury is mad (in a good way, we are all a bit mad right?) and we talk most weeks. Apparently i'm her bestie, or maybe she is mine, and i'll never forger when she told me her retirement goal..... it may or may not have something to do with overseas travel and some surgery. She hasn't rung me this week, when she sees this post she'll have a good saturday afternoon laugh, and there have been times when i have made her cry. through it all absolute honesty and respect, even when it can be hard to hear. Love ya Loz

Jen was introduced to me by a valued client 6yrs ago, at a time when i was transitioning from one company to another rol...
10/10/2026

Jen was introduced to me by a valued client 6yrs ago, at a time when i was transitioning from one company to another role. We spoke for hours, over months before formally engaging, Since that time, there has been interstate moves, she had secured her own home, landed and been successful in her dream job with a great culture, visited family and friends overseas and allowed me to come along for the entire ride!

Ros is a powerhouse of a woman, a true leader and always with things going on. When we engaged we spoke about her and Ia...
10/10/2026

Ros is a powerhouse of a woman, a true leader and always with things going on. When we engaged we spoke about her and Ian becoming the star of their own show, they are still the directors, and by engaging together for me to become the producer we have created a block buster!!!

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Gold Coast, QLD
4221

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 9am - 2pm

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