Welcome to Empowered Financial Partners^TM

Values Based Financial Planning^TM

Our clients know they have the power to take control of their lives, however they also know that this is best done with help. No human being ever achieved great outcomes without assistance from other people. That’s where we come in, we take the time to understand our clients values when it comes to finances. This allows us to craft appropriate solutions to help them achieve their goals with a higher probability than if they were to go alone. 

We understand that discussing finances is a very personal conversation, that’s why we pride our selves as having been a Trusted Advisor® for hundreds of clients since 1994. Trust often takes time to build, however like any journey it needs to start with the first step. So, if you’re looking for a new adviser and want to talk confidentially with someone who has seen it all before, then choose from one of our free appointment options now to find out more.

We are conveniently located in scenic Williamstown, 20 minutes away from the CBD rush and can also meet remotely via webinar (very popular for busy people).