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Intro Home


Happy money.

Happy life. 

Financial advice for the go-getters and lovers of life
(and those who want to be)

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Intro Home


Happy money.

Happy life. 

Financial advice for the go-getters and lovers of life
(and those who want to be)

Are you looking for a financial planner?* 

But you don't know if what they're telling you is biased, because they might receive payments from product providers. 

But you don't know if you'll just get pre-packaged, cookie cutter "solutions". 

But you don't know if you want to commit to a long-term process. You just want to find out what's working vs what's not working in your situation, or better still your options. 

But you don't know if they'll want to understand you and your situation. 

But you don't want to work with someone in the "traditional" sense. 

Are you wanting to?  

Create wealth and passive income streams

Payoff your debts

Have a better way of managing your income and expenses

Pay for future expenses like home renovations, a new car, the holiday you've been dreaming of, your kids education expenses

Make the most of your situation

Explore and setup a new business idea

Seachange or treechange

Green light your spouse to leave the workforce

Feel in control of your money, and how it influences your life. 

You're in the right place.

 * We'll even make gathering up paperwork a breeze. And you won't need to do that until after coffee with us. 

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Surf


"We were in a pretty good position, but we wanted a plan for the future so we could make the most of it." 

-- Luke 

Surf


"We were in a pretty good position, but we wanted a plan for the future so we could make the most of it." 

-- Luke 

Don’t wait for happy

Happiness isn’t something you hope happens in the future.

It’s something you can influence right now.

Small changes to how you think about and use your money …

Can have big, positive impacts on your quality of life, today.

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Food


Saturday 6.32 pm, West End

Delicious food, great company and endless conversations.

-- Chris

Food


Saturday 6.32 pm, West End

Delicious food, great company and endless conversations.

-- Chris

A different approach to financial planning. 

They say: financial planning is about investments, super and insurance.

We say: financial planning isn’t about products; it’s about you.