Sharing professional knowledge is easy. Our magic lies in our unique approach: our strategic spark, deep care, + ability to inspire.

Our mission

To help people achieve happiness by reimagining and realigning their money, work, personal life and goals. We do this by facilitating deep self-analysis, challenging limiting beliefs and encouraging clients to be true, brave and trust the process.

Our vision

To be a guiding light in high-net wealth consultancy and financial planning.

Our guiding values

Our brand values are what we stand for. They drive all we do and set us apart from our competitors to make us unique.

Know ourselves

Create the space for deep reflection and self-clarity

Do it with purpose

Know what to do, where we want to be and set goals

Give back

Make a difference. Sharing success can still be profitable

Break barriers

Ask questions, challenge beliefs, unlock money relationships

Live in sync

When business and life align, success and happiness follow

Feel alive

We’re inspired, excited and re-energised about the future

How we work together

When you first contact us, we ask you to complete a questionnaire and organise a breakthrough meeting. This is where we ask those deep questions such as “What keeps you up at night?” “How did you get to where you are today?” and “Where do you want to be?”

After signing our terms of engagement and paying a deposit, you provide us with your financial data. We then arrange a meeting/s to confirm your situation, run through financial concepts and myths, get clear on your goals and priorities and discuss strategies.

We give you a tailored financial plan that brings everything together. Detailed but easy to understand, it articulates your situation on paper and provides you with a viable way forward for achieving business and life synchronicity. If anything is unclear, just ask.

Once you’re happy, we implement the plan together to make the strategy a working reality.

Importantly, things don’t end here. We’re here to keep you on track, provide ongoing guidance, be your sounding board and celebrate successes with you.

Our professional partners

The very best in their field. Knowledgable, reliable and fun.

Kristy Whittington

Fresh Plans | Paraplanner

Prepares Statements of Advice and Records of Advice and compliance and legal documents.

Julie Krowitz

Fairbridge Financial Services | Insurance Advisor

Provides specialist personal and business insurance advice.

Our trusted specialists

Whatever advice and support you need, we know the people.

  • External investment partners
  • Insurance risk specialists
  • Insolvency specialists
  • Aged care advisors
  • Mortgage broking experts
  • External licensee (to ensure compliance)
  • Accountants and bookkeepers
  • Business coaches
  • Marketing specialists
  • Legal specialists
  • Property specialists
  • IT specialists
  • Therapists

Our client systems

We make communicating with you and managing your finances as easy as possible through MyProsperity and your Asana Wealth Management Board. Our client portal lets you view your entire financial world, sign documents, store sensitive material, set budgets, see live data feeds, assets and more.