We work with you to help you understand:
- Where you are now
- Where you want to be at a given time
- What you need to do to get there
Our all-encompassing approach allows us to provide solutions that can simplify your life and save you time and effort. Our team has over 30’ years’ experience to help you create, manage and protect your wealth no matter what stage of life you’re in – We have the wisdom to grow your wealth.
Melissa has over 25 years of experience helping clients with their wealth management including providing advice on investment structures, financing and negative gearing, superannuation strategies, self- managed super funds, cash flow, income tax planning, capital gains tax issues, asset protection and estate planning. Melissa’s accounting & tax background allows her to provide tailored advice for each of her clients to help them achieve their financial and personal goals.
Melissa holds a Bachelor of Commerce and a Graduate Diploma in Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Melissa is a member of CPA Australia and the Institute of Chartered Accountants and abides by their code of professional conduct and ethics. Download Melissa’s Adviser profile here
Tim has over 18 years experience in financial planning and has worked for some of Australia’s largest and most respected institutions as a senior planner and private client adviser. In these capacities, he has gained a wealth of experience dealing with an extensive range of client circumstances and has built an in depth knowledge of financial planning strategies to help clients achieve their goals.
He enjoys working with his clients to ensure they have a clear understanding of the pre and post-retirement options. this allows them to make informed decisions; providing them with peace of mind about their current financial decisions; and puts them on track to enjoy their retirement lifestyle.
Tim Hold a B. Bus (Acc), Certified Practising Accountant and Certified Financial Planner meets the competency requirements under the ASIC’s Regulatory Guide RG 146.
Tim is a member of Financial Planning Association (FPA) and abides by their code of professional conduct and ethics. Download Tim’s adviser profile here