About us

Customised, independent advice to transform your financial future.

Awards & accreditation

Award-Winning Independent Advice Team

Our Independent Advice team

Your financial future,
our expert guidance

Client reviews

Hear from some of our happy clients

We actively manage your wealth creation

We constantly & proactively seek opportunities to maximise our clients performance, and ensure their wealth goals are achieved in the most efficient manner.

Customised advice tailored to your goals

Our advice is specifically tailored to your situation, goals and needs. In considering the best strategies for you, we also factor in your risk profile, ensuring you feel both confident & inspired by the plan that’s in place.

The guardian of your financial affairs

We take our role as the guardian of your hard-earned money seriously, and we act accordingly, pursuing and exploring whatever opportunities are best for your situation. We work closely with any other advisers you have, ensuring a cohesive, optimised approach.

A highly-qualified advice team

Because we take our role very seriously, we hold ourselves to the highest educational standards. All of our Advisers are required to hold, or be working towards, the CFP® designation, and they also hold various tertiary finance qualifications.

We turn our knowledge into results

Ultimately, our clients’ success is our success. We turn our knowledge into exceptional client outcomes, and in turn benefit from long-term relationships with our valued clients.

Independence at our heart

We believe that the independent financial advice model ensures the best outcomes for our clients. We aren’t incentivised by recommending any particular product, and receive no commissions, so our advice is unbiased & free of conflict.

Our mission is to make sure our clients trust us wholeheartedly with their financial affairs and feel confident that we always have their best interests in mind. How? Because they know that we’re looking after their finances with the same amount of skill, care and focus as we would if we were looking after our own money. That’s our unique power and responsibility as independent financial advisers.

Mark O’Flynn, Founder & Managing Director

When it comes to your money, you want to know it’s in good hands.

We provide customised financial advice to help you enjoy more of life, with less worry.

We are Brisbane-based independent financial advisers. Ultimately, we exist to provide customised, independent financial advice that helps our clients to maximise their financial position, now & in the future.

Enjoy the life
you’ve worked
so hard for.