Build Your Wealth

WE MAKE INVESTING EASY.

You've worked hard to make your money. Now let your money work for you. Whether you have a goal in mind — like buying a property or going on your dream holiday — or just want to build up a nest egg, we make investing your money easy.

Investing your money alone can be a daunting challenge. There seems to be an endless number of options to choose from, from buying property to investing in stocks. So how do you make sure you choose the right balance of risk and return? We start building your wealth by getting to know you — your situation, your goals, your future.

Together, we work to determine the level of risk that's right for you, and design a comprehensive investment strategy that allows you to achieve your goals and live the life you want. We'll implement your strategy, and closely monitor its performance to make sure everything is on the right track.

What we achieve

• Pay less tax by splitting your assets with your partner. If your partner is on a lower tax bracket you may be able to minimize your household tax bill and make your money work harder
• Earn interest on your interest. By re-investing your earnings instead of spending it, we are able to convert it into new investments, allowing you to earn even more interest. 
• Protect your investments by taking advantage of every appropriate opportunity. We don’t believe in limiting yourself to a bank account. We want to build something that will last through a diversified investment portfolio.
• Borrow money from your home to build wealth and pay off your house sooner. We will develop an investment structure that accelerates your wealth creation while reducing risk.
• Minimise Capital Gains Tax by accessing your investments over time. We employ a timed approach to accessing your funds to ensure you pay as little tax on your investment earnings as possible.

What we do

1. We conduct a comprehensive risk analysis to determine the right investment options for your goals, situation, and tolerance to risk.
2. We thoroughly examine your existing investment structure as well as your alternative options to ensure alignment with your goals.
3. We implement a budget review, contribution strategy, and savings approach to keep you on track.
4. We create a tailored investment portfolio based on your situation and preferences in order to reduce your fees and achieve your goals.
5. We take care of the implementation for you. We request and complete paperwork, collect all documents, and make sure you’re always up to date on the progress.

Justin is one of the most enthusiastic and conscientious people I know. He takes everything he does very seriously and does it with heart! I’d happily trust him to look after my own or a friend's financial existence purely because, over and above his inevitable technical ability, I know he would be doing everything he can to ensure my best outcome and would do it openly and honestly.

— Emma C.