Build the life you love

Financial advice based on solid foundations. Lay the first stone of your successful financial future today.

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Rome wasn't built in a day, neither was your wealth.

We understand the value of hard-earned money. That’s why we know the success of your financial future relies on a solid foundation.

We’ve made it our mission to remove the stress and guesswork from building a sound financial future. In doing this, we want to lay the groundwork for busy professionals and retirees looking to better manage their wealth and financial well-being.

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Life Centred Planning

When it comes to building the life you love, we’ve created the process and resources you need to take the necessary steps towards your financial freedom.

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Foundation

They say a journey of a thousand miles starts with a single step, and in our case it starts with a strong financial foundation. If we get this right, the rest is easier. A solid foundation addresses cash flow, debt management, risk management and estate planning.

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Build

Upon a strong foundation we build wealth, and the goal is a quality asset portfolio that eventually frees you from working forever. Through practical experience we know what goes into making a safe and solid financial house that stands the test of time.

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Freedom

The answer to why we build wealth is freedom. The day you wake up and realise you don’t have to work. And with freedom comes choice - to do what you want, when you want. But maintaining the life you love can be tricky.

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Our Expert Team

Gavin Martin

Co-owner and Senior Financial Adviser

Mark Boyd

Co-owner and Senior Financial Adviser

Maria Rivera

Financial Adviser

Mark Bezemer

Co-owner and Senior Financial Adviser

Troy Hosemans

Paraplanner

Melissa Sow

Client Services

Simone Renfrey

Client Services

Stephen Davidson

Client Services

"Just a note to say how pleased we are to have received your help. From our very first visit to your office we were made to feel that you were personally interested in our retirement planning. Your professional and friendly approach put us very much at ease. Although our financial portfolio was not as large as some, you never made us feel that we were 'small time' clients. Your advice was clear and easy to understand. We would be pleased to recommend your services to our friends and family."

Kevin and Lorraine

"Thank you for the reassuring information and comments in regard to the recent unpredictable behaviour of investment markets. Much appreciated. We feel blessed when competent and honorable operators like yourselves are managing our life savings."

Alex and Margaret

"Thanks for talking with us recently, and I wish again to say how grateful we are for your guidance."

Gary

Latest news

Oliver’s Insights: Trump 2.0 – Why investors should expect a somewhat rougher ride, but it may not be as bad as feared

Key points: The economic and financial environment today is more challenging than when Trump first took over in 2017. He faces constraints from: rising bond yields; not wanting a sharp fall in shares; a razor thin House majority; and a political mandate to get the “cost of living” down. The result should be a better outlook for shares than many fear, albeit it will likely still be rough along the way.
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Don’t Let Fears Get in the Way of Your Goals

Money makes just about everyone nervous. And as we're approaching major life transitions, it can be hard to keep our money worries in check. But when you're working with an adviser and following a Life-Centred Financial Plan, many of your financial fears are no more real than the fear itself.
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Preparing Your Adult Children for Inherited Wealth

Talking to your adult children about inheriting your wealth might be awkward at first. But if you work through our six-part framework, you'll all feel better about your wishes, your kids' responsibilities, and your family's Return on Life.
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Get in touch

Melbourne office

  • Advisers: Gavin Martin, Mark Bezemer, Maria Rivera

  • 03 9840 2000

  • Unit 1, 31-39 Norcal Road
    Nunawading, VIC 3131

Sydney office

  • Adviser: Mark Boyd

  • Phone: 02 9251 0981

  • Suite 1002 (Level 10), 4 Bridge Street, Sydney

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