Accounting
Financial Planning
Legal

Waves 2@3x

Motivate.
Educate.
Facilitate.

Waves 2@3x

About us

We do financial planning and accounting differently.

As your financial planner, solicitor, and accountant, we believe it's important to invest time in understanding what you're working towards. Our collective accounting, legal and financial planning experience will ensure you’re getting the best advice, no matter what level you’re at in life.

We believe in you and your goals. We believe in educating you about the things you don’t know, the things you should know, and how to improve the things you do know. We believe in using accountability as a tool to motivate you to reach your goals.

Whether it be walking, running or sprinting beside you we have the means and track record to facilitate the outcome of these goals.

 

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Waves 3@3x

The key to all of this lies in the mentoring.
Goals and plans without strategy, focus and guidance are simply just words.

The process

It is inconceivable to believe you can achieve success without a mentor.

Even the most talented tennis players in the world know they won’t achieve their goals of winning a grand slam without a coach by their side.

1

Identify your goals.

2

Get armed with the knowledge and expertise to implement a plan that works for you.

3

Ensure that your family’s assets are protected in the event of any unforeseen circumstances.

4

Be motivated to achieve your goals.

5

Be held accountable.

Great financial planning starts today.

I have been working with Rachel and Wayne for a number of years. The team looks after my financial planning, accounting and finance needs. Their education, guidance and knowledge have been pivotal in helping me achieve my goals. I am in a hugely different position today compared to the day I first met with them.

Lee

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