Financial freedom is all about making smart choices of your money and enriching your lives.
We share the same aspiration just like you to pursue financial freedom. The only difference is we are equipped with professional expertise and real-life experience in achieving financial goals. As a new mother, our founder Ms. Wendy Wei chose to give up well-paid corporate job for greater flexibility. Her bold decision has help her to discover the non text-book formula achieving financial goals and gaining real freedom.
Our Values
Enrich
We seek to understand your values, goals and lifestyles. We are here to add values to enrich your life.
inspire
We simplify decision making on your finance. You can focus on driving more success and happiness in your life.
engage
We teach you how to fish. We are the personal trainers in the financial field.
Our Services
loan & debt reduction
We are the industry leaders in accelerated loan and debt reduction strategies. We know how to use investments to pay off your home loan sooner than you would by making standard repayments.
Super
Most people do not have an effective strategy to utilise Super for wealth creation. We can explore ways to maximise your investments, minimise tax and build wealth for retirement.
estate planning
We recommend strategies to provide peace of mind that your assets will be passed to your beneficiaries at the right time, tax effectively and protected from challenges to your estate.
strategic advice
We specialise in recommending comprehensive strategies to achieve your overall financial strategies.
tax minimisation
Most people pay too much taxes and have not considered how they may minimise them legally. Tax refunds can be used to pay off your home loan sooner than you think.
planning for retirement
It is very important to start planning for retirement years ahead and take full advantage of the tax benefits of Super. We will assist you to develop a plan to fully maximise the tax incentives.
investment management
We believe that simplicity and transparency allow us to know where you stand. We believe it is too easy to lose track of what you are paying when there are hidden fees and charges. We tailor our strategies according to your real needs.
personal insurance
We offer a multitude of personal insurance options to your specific needs. These include life insurance, total and permanent disability insurance, income protection insurance and trauma insurance.
“The single most powerful asset we all have is our mind. If it is trained well, it can create enormous wealth in what seems to be an instant.”
Let's Chat.
If you would like to find out how a financial planner could help you, please contact us today by calling
0401 822 727 or send your enquiry from the below form. Your initial meeting is at no cost to you.