Helping you maximise your hard-earned money
Assisting you to get closer to your objectives
Keeping you on track financially
Helping you maximise your hard-earned money
Assisting you to get closer to your objectives
Keeping you on track financially
Inspired Service
We are passionate about serving and inspiring you. This page tells you a little about how we can help you. Connect with us to discuss further.
Services we offer
Cash flow management
Cash flow and enabling some of your income to be effectively saved and invested is so important in building wealth. We assist you in this process and in keeping accountable.
Investment management and planning
We help you cut through the complexity and make sound investment and planning decisions in a collaborative manner.
Superannuation and retirement advice
We assist you in having enough for your retirement and in using superannuation as a vehicle for long term investment.
Tailored financial planning for lawyers
One of our niche specialities is helping lawyers with their planning needs and we have various service packages for those in the profession.
Asset protection and risk management
The foundation of planning and investment is protecting risk where you can. We help you do so in a manner that is appropriate to you.
Estate planning
An oft forgotten area, we facilitate you getting your house in order and in planning to have the right assets provided to the right people at the right time.
Why Choose Us?
We take the time to understand you
We get our energy from helping you towards your ongoing success
We are passionate about serving you
Because we think you will be pleasantly surprised!
How we can help you
The process
Our advice process is tailored to helping us understand you and provide advice that is tailored to your situation and objectives. We work with you to understand where you are now, where you would like to get to financially and how we can assist you in more efficiently getting there. The advice process moves through distinct phases of client discovery and requirements, strategy development, advice presentation and discussion and advice implementation. For most, ongoing review will then follow, being an important part of the puzzle.
The illustration below shows the steps our process takes. Should you wish to know more about our service offering, you can read Inspired service further information.
Our Financial Services Guide Sam Gray
Our Financial Services Guide Jenny Moorman
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