Person walking past a beige stone building with arched windows and metal benches on the sidewalk under leafless tree branches in warm sunlight.

Our Service

We are a private full-service financial advisory and property investment firm based in Perth, developing personal financial strategies and securing unique property syndication opportunities.

Three people walking along a sidewalk next to a beige building with large arched windows and leafless tree branches above.

What sets us apart

With a focus on a personal service and specialist insight, we offer highly tailored advice informed by internal intelligence. Our boutique practice is built around strong relationships: between both the advisor and client, and the business community at large.

Two men walking beside a stone building wall in warm sunlight, one holding a tablet.

How we work

With a client-first approach, we develop a detailed understanding of your unique circumstances to shape a strategic path forward that delivers on your goals. Committed to excellence in our field, we have become the trusted partner to long-standing clients.

Two men in business suits walking through a dimly lit modern hallway with concrete walls.

Our team

We are a group of personal experts. Our client-focused team of licensed professional advisors are united by the same values and extensive experience, but distinguished by varied specialties and backgrounds. This stable of expertise enables us to address the spectrum of client needs.

Man in a dark blazer and light blue shirt standing against a dimly lit dark background, looking forward with hands clasped.

Shane Thompson

Principal

Man in a blue blazer and white shirt leaning against a textured concrete wall, smiling with one hand in his pocket.

Rob Olde

Principal

Woman with long blonde hair wearing a dark blouse and necklace, sitting and smiling against a concrete wall background.

Shay Denison

SMSF AdvisEr

Man wearing glasses and a dark suit sitting on a chair in a room with empty wooden shelves on the wall.

Connor Wong

Financial ADVISER