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

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Setting Fitness Goals in Retirement

As your career goals begin to recede during the transition to retirement, you may find yourself setting new goals that will help you live your best life longer. Improving your fitness can help you reach those goals while also filling up some of that new blank space in your weekly calendar. Whether you’re getting serious […]
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Make the Most of EOFY 2025 – Smart Strategies to Boost Your Financial Future

With the End of Financial Year (EOFY) 2025 fast approaching, now is the perfect time to review your financial position, make the most of available opportunities, and set yourself up for a  stronger financial future. To help you do just that, we’ve put together a checklist of important considerations—covering super contributions, tax strategies, budgeting tips, […]
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Cost of a comfortable retirement

Cost of a Comfortable Retirement – Updated September 2024 3.6% increase in income needed for a comfortable retirement due to rising living costs. Annual Income Needed (Aged 65–84): Couples Comfortable: $73,031 Modest: $47,475 Singles Comfortable: $51,814 Modest: $32,930 What a ‘Comfortable’ Retirement Includes: Owning your home Fresh food and toiletries Daily housing essentials Exercise and […]
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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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