Unlocking Potential,
Together.
Personal financial advice for business owners, families and retirees — from Leederville, Perth.
Licensed adviser, AFSL 535484 First meeting complimentary Face-to-face in Leederville
Advice built around your life stage
Whoever you are, the goal is the same — clear advice that grows and protects your wealth.
Business owners
Build wealth beyond the business — structure, cashflow, tax and protecting what you've built, so your business funds the life and exit you want.
Families
Plan for what matters most — protecting your family and funding the home, education and retirement goals ahead, with clear advice that grows your wealth.
Retirees & pre-retirees
Retire on your terms — we turn super and savings into reliable, tax-effective income built to last, so you can enjoy what you've worked for.
The full picture, looked after
Advice across everything that moves your wealth — joined up, not piecemeal.
Retirement & super
Make the most of super and build income that lasts.
Investments
A strategy matched to your goals and comfort with risk.
Protection
The right cover so a setback doesn't derail your plans.
Tax & structure
Hold your wealth the smart, tax-effective way.
Cashflow & budgeting
Know your numbers and put surplus to work.
Estate & succession
Pass on what you've built, the way you intend.
Advice that's actually about you
We're a small, local Leederville practice — so you deal with your adviser, get straight answers, and have a plan that's built for your life, not a template.
Trusted by Perth clients
Luke has been my family's financial adviser for over 15 years, and over that time our confidence in his abilities has grown significantly. Consistent, reliable and knowledgeable — truly a personable businessman of the highest calibre who knows his stuff.
I was referred to Luke by a friend. He spoke in a way I could understand, and I was put at ease by his manner and knowledge. He keeps me up to date with regular emails and is always available to answer any questions. I have recommended him to my friends and family.
Luke is an absolute pleasure to deal with. Very knowledgeable and intuitive, and always listening, which is important to understand a client. Absolutely recommend.
Simple, and no obligation
From the first conversation to an ongoing plan — and you know the cost before you commit.
A complimentary first chat
A relaxed, no-obligation conversation about your goals. We explain how we work and you decide if we're the right fit.
No costYour position, understood
If you'd like to go further, we gather the detail and agree our fee in writing before any work begins.
Fee agreed firstAdvice, in plain English
We model the options and set out clear recommendations in writing, with the reasoning and the costs laid out.
You decidePut in place, and kept on track
We handle the implementation, then meet regularly to keep the plan matched to your life as it changes.
OngoingRun the numbers yourself
Calculators that do the maths for you — no sign-up, no email required, and your answers save on your own device.
Will my money last?
See how long your super lasts in retirement, with the Age Pension layered in year by year.
Open the calculator →Will I get the Age Pension?
Check your likely Age Pension under the income and assets tests at the current rates, and what it's worth each fortnight.
Open the calculator →Mortgage or invest?
Spare cash each month — pay down the home loan or invest it? See the return you'd need to come out ahead.
Open the calculator →What's my take-home pay?
Income tax, Medicare and what actually lands in your account — built up bracket by bracket.
Open the calculator →Practical thinking, regularly
Straight-talking notes on super, tax, markets and making the most of your money.
Ready to unlock your potential?
Book a no-obligation chat. We'll listen first, then show you what's possible.