What we do

We help people achieve their dreams. In our words – live a life that’s rich.

We provide personalised money management as simple as a stickman, with you at the heart of it all.

Let us do all the hard work and take care of the sticky bits.

Case studies



Found the home of your dreams? Maybe a great investment opportunity, or maybe it’s time to restructure. As mortgage brokers, we can help you find a better home loan.

Is it time to review your home loan?


Did you know… your home loan is bad debt? With a big home loan should come a debt reduction strategy. Something that’s better than putting money into the offset account, like using investments to pay it off faster.

Getting bad debt off your plate (and your mind) quickly, is key to growing your wealth in the long term.


Goals are what keep you moving ahead. We’ll help you figure out yours and help you achieve them. We simplify and demystify investing, educating you along the way about the options and how investments can be used to supercharge your lifestyle.


It’s easy to focus on what’s right in front of us. Superannuation is an important part of any retirement plan and often goes to the bottom of the list. With a little thought and planning now, your future will look much richer.

​Wealth protection

You’ll insure your car, but you won’t insure your income. How do you pay for your car insurance if you have no income?

Your ability to earn an income is your most important asset. For the sake of your lifestyle and your family’s future, it makes sense to protect it. We’ll help you do that in a cost-efficient way.


While we think ‘retirement’ is an antiquated term and life should be about building options, there comes a point in everyone’s life where we need to prepare to step away from work.

Starting the conversation about this transition needs to happen sooner rather than later.



Getting to know you

We listen and learn.

For us, getting to know you means a lot more than a handshake and a cookie cutter plan.

We listen, we ask questions, we research your situation, and we use language you understand.



Making a plan

The adage – fail to plan, plan to fail – holds true.

We never assume and always develop plans in full consultation with our clients.

With our comprehensive education and ongoing engagement, you’ll always know where you are every step of the way.



Making it happen

While having a plan is handy, we still have to ensure we implement it effectively. We focus on the details and ensure we get it underway – the way we planned!



Seeing it through

We never walk away. This is a long game for long-term benefits.

Let’s be honest here – the better you do, the better we do. It’s in our interest to see you succeed!

We’ll be with you through thick and thin providing guidance, support and advice. While you get on with living a life that’s rich.


What does a rich life mean to you and
how can we help you get there?