Our Story

We have seen the dark side of our profession. Too many advisers with poor ethics and big corporations with hidden agendas.

We faced a choice when we started the business in 2009: join them or do our own thing. It was an easy call.

We started as a group of independent-minded professionals (who are still active in the business), and we hired others who shared our passion for excellence.

We are selective about who we work with. We demand more from our clients, our partners, our investments, and ourselves. We value our reputation highly, which is rare in this industry.

Our Community

We believe in giving back to our community and supporting causes that align with our values and those of our clients. Some of the causes we are passionate about are Fearless Women, a charity that empowers women to overcome domestic violence and achieve financial independence, and Home Queanbeyan, a charity that provides housing and support for people experiencing homelessness. We are also proud sponsors of the Basketball ACT Wheelchair team, a group of inspiring athletes who demonstrate resilience and teamwork on the court.