Norma doesn’t do things to personally benefit financially but to truly help put clients in a better position and help them achieve their goals. Norma’s heart is at the centre of everything she does, and I trust her.
A suite of wealth services for a sweet life
Are you a busy business owner with substantial assets that need managing? An individual going through a divorce or business partner split in need of guidance and a middleman? Or a couple looking for financial advice to secure a bright future for your family?
Whatever your reasons for seeking financial advice, we start with the deep questions. We then light bulb the right strategies to ensure all aspects of your business and personal life are well-managed and in sync so you can enjoy capital and contentment across your life.
CFO and life management for high-net wealth but time-poor individuals who want to focus on their passions.
- Business advice + planning
- Asset management
- Banking + lending support
- Process improvement
- Organisational design
- High-level financial advice + planning
- Investment management
- Family governance
- Bill paying
- Concierge services
Ad hoc financial information, advice and advocacy with a soft, patient approach when you need it the most.
- Partner passed away
- Separation and/or divorce
- Business partner splits
- Special needs and disabilities
- New blended families
Strategies to help you manage your financial affairs, keep you protected and get you to that synchronous future.
- Establishing life goals
- Financial advice
- Cash flow analysis
- Personal insurance
- Wealth creation and investment
- Superannuation + retirement
- Aged Care and Centrelink