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.
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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.

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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About Tony

​Experience counts.  30 years of helping people with their money, FPA Certified Financial Planner Professional of the Year 2016, Master of Personal Financial Planning.

What do tough but fair parents, a World War 2 veteran, football coaches and business mentors have in common? 

For Tony, they all had a key role in moulding him into the person he is today. They showed him the importance of honesty, integrity, discipline, hard work and most importantly, taking a genuine interest in people and helping them improve their lives. 

It was this desire that led him to start his first financial services business is his early 20’s and eventually move on to take up a national manager role with what would become the fastest growing financial planning company in Australia. 

Many of Tony’s clients have come to him frustrated at the lack of trust in the financial industry. Too many planners put their own interests ahead of their clients. As he provides fixed pricing for peace of mind, you get the satisfaction of knowing your advice is not influenced by compensation. 

Others are confused, not knowing where to start or what to do.

​With his uncanny ability to separate what is important from the noise, he simplifies complex decisions leaving his clients with a clearly defined path to retirement. 

Name

Accountant

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JudsonKoman

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I've been in the accounting industry for close to 25 years and have been very sceptical about the true value of the financial planning industry and the real value that planners provide.  I have searched high and low to create a connection with someone who treats the clients like I do and I feel will be there to listen and work with their clients to achieve financial and life goals.  Tony is the closest person I have found who shares my values of client care and service and in my opinion is not your typical financial planner

Ian Judson

Accountant

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Judson Koman

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Steve Rogers

CEO

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Beyond Your Horizon

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Tony spoke our language.  Recommended by a close personal friend, we were told that his approach was different. Which is hard to believe, right? He looked at all of our financial requirements (superannuation, insurances, wills/EPA, investments, loans/banking, etc.) and he has delivered across the board, where we have made changes to things for the better.  And he keeps in contact with us to make sure all is ok in our world.  If only we had met him earlier.
 

Steve Rogers

CEO

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Beyond Your Horizon

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We feel great after today.....nice to have the pressure spread onto our combined shoulders

Stewart and Jennifer

Nambour Heights

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QLD

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The conventional approach to financial planning hasn't worked. Most people can’t afford the life they want after retirement. 

This is why today, Tony is focused on showing people how to set the right goals, invest smarter, build wealth, retire well and live the life they truly deserve.

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