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THE RIGHT FINANCIAL PLAN
​CHANGES EVERYTHING

MORE MONEY

The right investment choices, keeping a lid on fees & taxes and avoiding costly mistakes means more money in your pocket.

MORE PROGRESS

A crystal clear path forward that will help you to invest smarter, create wealth, retire well, and live a better life too.​

MORE CONFIDENCE

You'll be able to make complex financial decisions more easily, putting you back in control of your financial future.​

MORE LIFE

When you are confident about your future and you have a clear path to get there, you free up time and energy for what's important.

​If you want to make the move from stressed and frustrated to relaxed and on track, then we can help.

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TOO MANY PEOPLE RISK THEIR RETIREMENT HAPPINESS BECAUSE THEY DON'T KNOW HOW TO PLAN AND INVEST

Stressing about money is no fun.  Don't be held back.
​It's time to feel confident about the future.​​

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MAKING BETTER MONEY DECISIONS
​STARTS HERE

SCHEDULE AN INTRO CALL

20 Minute call, obligation free. Find out how we can help and if we are the right fit for you.

CUSTOMISE A PLAN

Your personalised plan can include ideas to optimise your cash flow, maximise income, manage your investment portfolio, minimise tax, eliminate debt, provide retirement options, protect your family, manage your estate and more.  

CELEBRATE SUCCESS

​Stress less, save time, save money and experience financial peace of mind.

Proven Process. A Personal Guide.

We've helped thousands of people find financial peace of mind.
With over 30 years experience, we can help you too.

Steve and Sue

Sippy Downs
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QLD

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Tony's approach was simple; he would find what we needed to do to not only save us money, but also make us better money than what we were previously earning. If only we'd met him earlier.

Steve and Sue
​Sunshine Coast / QLD

Sunshine Coast
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QLD

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Mitch and Amanda

Alexander Headland
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QLD

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Considering all of the financial people we have had dealings with over the last 40 years, Tony stands right out as an honest, independent straight shooter who really had our interests at heart. 

Andrew and Nikki

Toowong
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QLD

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Bruce and Sonya

Coorparoo
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QLD

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Tony is a gem. He's worked with us steadily and patiently to get our finances sorted. He is fiercely honest, which we appreciate immensely. Importantly, we feel we can call Tony any time and talk things through. 

Bruce and Sonya

Cooparoo
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QLD

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DO BETTER WITH YOUR MONEY,
​AND LIVE A BETTER LIFE TOO

If you are anything like our clients, you are the kind of person who wants to be confident and relaxed about their financial future. In order to be that way, you need to be clear about where you are going and confident that you will get there. The problem is you are not sure on exactly what the steps are or who you can trust to guide you, and that makes you feel frustrated.

We believe it is just plain wrong that your future retirement success should be put at risk because you don’t have a plan to follow. We know what it feels like to be spinning in circles, trying to figure things out by yourself.
​
That is why we combine a time-tested approach with personal guidance to help you plan and invest with confidence, so you'll do better with your money, stress less about retirement, and live a better life too.
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HOPING FOR THE BEST IS NOT A PLAN

​T​here really is too much at stake for you not to know
​what your next steps should be.

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DOWNLOAD OUR FREE PDF AND LEARN THE FIVE SIMPLE STEPS TO A STRESS FREE RETIREMENT