James specialises in providing professional financial advice and peace of mind to individuals, couples and families.
Without the right structure, guidance and advice, people tend to ‘drift’ through life and usually do not make optimal financial decisions. Our clients have busy lives so they entrust us to provide them with timely and pro-active financial advice.
We measure our success on our ability to help take the stress out of your finances so that you can focus on enjoying life and the things important to you.
Deal with someone you can trust and do not settle for anything less, your financial future is too important.
- Wealth accumulation planning
- Retirement planning / transition to retirement
- Investment planning
- Tax planning
- Cash flow and budgeting
- Estate planning
- Funds management
- Property investment
- Business succession
- Corporate superannuation
Whether you are 18 years of age or 80, it is never too late nor too early to begin looking after your money. Financial planning is about creating opportunities from what you have to work towards success – being able to spend your life in your own way.