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Who we help

Our clients are farmers, business owners and mums and dads who don’t have time to do the thinking and tinkering involved to organise, grow and protect their money.

You need structure and direction

You’re in the thick of it, juggling your business or career and raising a family. You’re making decent dollars, but your finances are all over the shop. You want to be clear about what you’re working towards and feel confident you’re making the right decisions today and along the way as your life evolves.

You want choices

Whatever retirement means to you – whether it’s saying goodbye to paid work forever or working the land until you drop – you want to know your options and when you will have enough money to choose to do what you want, when you want, not limited by money worries.

You want your money to last

You worked hard and put away a healthy nest egg. But, you still wonder if you’ll have enough money to enjoy all the places and pursuits you pictured in retirement. You want to sleep easy at night knowing you’ll have enough retirement income to support your lifestyle and that your money will last the distance. And you don’t want to stress about every dollar you spend.

How it works


Schedule a free 15-minute introductory phone call with one of our financial advisers to see if we are the right fit to help you.


A one-hour meeting to find out about your current financial situation, what’s important to you and where you want to go.


We crunch the numbers, provide you with options and give you plain English explanations and education.


Free up your time and energy for what’s important, knowing an experienced team is in your corner and keeping you accountable to stay on track.