Our Clients.
No matter what financial stage you’re in, we’ve got you covered.
Our clients come from all walks of life, each with their own distinct financial goals and dreams - from beginning a career, to raising children, to preparing for retirement, to enjoying life after retirement.
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Ali, Sales
"Before working with James, I felt overwhelmed trying to plan for my future. I wasn’t sure if I was saving enough or making the right financial decisions. But after sitting down and going through a clear, step-by-step plan, I finally feel in control. Now, I have confidence in my financial future and know I’m on the right path. If you're feeling unsure about your finances, I highly recommend reaching out – it’s one of the best decisions I’ve made!"
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Bianca, Dentist
“I recently secured the job of a lifetime and began wondering how to plan for the future financially to achieve the life I’ve always dreamed of with my partner. I got into contact with James and he guided me through a series of ideas and options to put me on the right path in a pressure free environment that provided a lot of clarity. Always professional, but his easygoing, humble and friendly nature makes it comfortable to gain financial advice through him.”
Martin, Pilot
“After working a decade in the military, I was somewhat directionless with my finances. James’ open minded approach to financial planning has helped me realise my potential and unlock new possibilities unbeknownst to me.”
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Danny, Business Development Manager
"Settling into our new home and trying to make sense of our finances had us feeling a little out of our depth. I tried doing my own research on things like employee shares and super, but I quickly found myself swamped with too much information and no clear direction. There was so much to figure out, and we didn’t know where to start.
That’s where James came in. Not only did he help us sort through everything—taxes, shares, super—but he also took the time to educate us along the way. Instead of feeling overwhelmed by financial decisions, we now feel confident making them! Working with James has been more than just getting our finances in order; it’s been an ongoing journey of financial education that’s set us up for the future. We’re excited for what’s ahead and actually feel in control of our money!"
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Andrew & Hyerin, Insurance
"James was invaluable in helping my partner and I navigate our finances whilst we prepared to get married and set up our future lives. His expert guidance gave us confidence in our investments, superannuation and peace of mind for our future financial security. We’re incredibly grateful for James’s support and can’t wait to build the ideal dream together!”
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Andrew, Dentist
James was the consummate professional in my communication with him as a financial advisor. He offers honest and individualised advice that caters toward your financial circumstances and goals, managing your expectations so you know what to expect. As a professional that lacks financial literacy, I have the utmost confidence in James moving forward owing to his down to earth nature and professional demeanour.”
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Yang, Banker
"Retirement always felt like something way off in the future, and to be honest, we never really had a proper plan. We had some savings, a couple of super accounts, but no real idea if we were doing enough. A friend recommended James, and I’m so glad we reached out. He made everything so easy to understand and gave us a clear plan that actually made sense for us. Now, for the first time, we feel confident about our future and know we’re on the right track. Honestly, I wish we had done this sooner!"