We are a group of Chartered Accountants who provide clients with flexibility, transparency and control over their superannuation to drive the wealth and well being outcome they are after.
We are trusted to educate, coach and ensure compliance for our clients as they make wise investment decisions to grow their wealth.
We appreciate that Trustees are mindful of fees, which is why we have invested heavily in our internal platforms to ensure administrative costs are minimised.
We are committed to:
- no hidden fees or charges; and
- transparent FLAT fee structure.
We have developed strong relationships with other professions ranging from; banking, broking and property investment to ensure you are able to discuss your investment strategy with the right people.
We do no dictate which bank account to use, which broking platform to use, or which bank to use…the control is given back to you.
Please have a browse around our website, if you have any questions do not hesitate to contact us.