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.

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.

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.

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.

Shane Thompson

Principal

Rob Olde

Principal

Shay Denison

SMSF AdvisEr

Connor Wong

FInANciAL ADVISER