Servicing Greater Sydney, Parramatta
Strategic Wealth Advice

After all the hard work of earning the money, a wealth plan is created to ensure wealth is preserved, protected and that tax imposts to wealth creation are minimised.

We use our deep knowledge and skills in

  • Taxation
  • Self Managed Superannuation Funds
  • Business law
  • to ensure our clients use the most appropriate structures and strategies to achieve their desired wealth outcomes

Integral to wealth creation and protection is the management of risk – helping clients to minimise and balance their risk against their rewards.

We do not sell financial products so clients can be assured that our advice is always professional and unbiased.  Instead we have excellent referral contacts with whom we work in particular investment fields to augment our expertise in structures and strategies to ensure our clients obtain the breadth of expertise required to help them achieve their goals.

We have accounting management and audit services to support these aspects of wealth creation.

  • Our firm is built on being attentive to and extensively knowledgeable about our clients so we can work with them to help them to both achieve their goals and protect them from risk. We are forward looking in our advice and always aim to be practical and right.
    - Martin Roughley, Managing Director
  • In business, there is so much going on and you don’t always have all the answers. That’s when you need to know who to call. Our clients call us.
    - Shaun Madders, Director
  • Going beyond the compliance and routine is what we do. By maintaining open and frank communication we are able to provide valuable insights and assist in driving the changes required to help our clients achieve their goals.
    - Fergus Roughley, Director