Our qualified and talented specialists in financial advisory, investment, superannuation, insurance, property and estate planning work together to give you the best possible service and help you make the most of your financial position and reach your goals.
Your personal team of advisors and qualified accountants will help you manage your wealth to cater for the changing economic, investment and legislative landscape. They will always be available to discuss your affairs and answer questions in person or by phone or email.
They are supported, trained and mentored by our experienced directors, some whom are members of the Investment Committee, and our dedicated Technical Services team.
Service excellence is driven by our chairmen, Daryl Dixon (Executive Chairman), a renowned expert on tax, superannuation, social security and investments, and Max Walsh (Deputy Chairman), one of Australia’s top economic and political commentators. Both have more than 40 years' experience in economic and political analysis and investing in their own portfolios. Daryl also has more than 25 years’ experience providing strategic financial advice to clients.
With a focus on providing quality advice and maximising outcomes for clients and developing good relationships with them while continually developing and improving the service.
The result is a dynamic, hard-working team of more than 300 – a perfect combination of experience, innovation and energy.