Partnering your wealth, with your world
We’re a boutique financial planning practice that makes wealth planning personal. No matter where you’re starting from, we offer tailored, personal advice to support your unique goals, dreams and lifestyle.
Financial advice that fits you, not the other way around.
We take a deeply personal approach, delivering financial planning designed for your world, not just your assets. For us, this means collaborating with you to find out what truly matters and building the right plan to get you there.
Meet your team
Kurt Ford, Financial Adviser
Rachael Ooi, Financial Adviser
Rachael Ooi, Financial Adviser
Why collaborate with us?
We view financial planning as a collaboration. Our process starts by taking the time to really get to know you and understand your unique world. No two human beings are the same, and that’s why we take a highly tailored approach to financial planning.
Future Builders
James’ world
Building a financial safety net early
Business Owners
Growing Families
Matt and Christine’s world
Planning early for family stability
Future Builders
Jayden and Murray’s world
Saving smart while planning to buy
Growing Families
Stacey and Michael’s world
Securing family’s future and first home
Future Builders
James’ world
Building a financial safety net early
Business Owners
Growing Families
Matt and Christine’s world
Planning early for family stability
Future Builders
Jayden and Murray’s world
Saving smart while planning to buy
Growing Families
Stacey and Michael’s world
Securing family’s future and first home
Helpful insights and resources without the financial jargon
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About the practice
Our team is dedicated to helping people achieve their lifestyle goals by coaching and educating them to make smart decisions about their finances.
We are proud members of the GPS Wealth award winning Australian Financial Services Licencee, which means that we are not owned by a big bank or insurance company and our advice is always tailored with your best interests at heart. We work closely with other professionals such as Accountants, Lawyers, Mortgage Brokers and Property specialists to ensure that your financial plan is exceptional and consistent with all of your goals.
People helped
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Awards won
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Plans executed
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Collective wisdom
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