What We Do

We understand the medical profession and the issues you face.

We provide a complete suite of business and financial advisory services to develop a strategic, holistic plan for your financial future.

We really talk to you to find out exactly what outcomes you want to achieve.

We guide you on a clear pathway to achieve these outcomes so you can get on with your life knowing your financial matters are well taken care of.

We coordinate and liaise with other trusted professional advisers, including investment advisers, private bankers, insurance brokers and lawyers.

We specialise in providing outcomes-based solutions to meet your needs not product-based solutions from a standard list of investment products.

We offer a transparent fee-for-service system not commission-based advice.

Latest News

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When self-help is not a one-person job

Posted by Sean O'Kane & Neal Durling on 22 February 2019
There are times in life when you're better off not putting your head above the p...

Kicking goals | The important step you're missing to achieve financial freedom

Posted by Neal Durling on 18 September 2018
Getting on top of your finances and working to build your personal wealth is an impo...

Money management 101

Posted by Sean O'Kane on 16 August 2018
When it comes to keeping on top of your personal finances, it can be easy to overthi...
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