We take the time to get to know you.  Our understanding of your priorities, your goals and your aspirations informs future-focused holistic advice.  An asset allocation strategy is created to fit your circumstances with recommendations across various asset classes from shares, and managed funds to fixed interest, private equity or private credit.  Advice is relationship-based.  It is intended for the long-term with clear, realistic goals and deliverables. Advice is holistic and focused on financial asset management.

Our Life and Legacy Approach assists you and us, to clarify the potential and better identify your needs.  We’ll help you define your priorities around your financial, personal, family and social goals to create a roadmap for the future that becomes a living strategy that lays the foundation for your legacy.

What is created can be used as an input to estate planning and long-term asset management which can be for a Section 100 Statement. A document that sets out your reasons for a decision made in your will, such as excluding a beneficiary, which can help support your wishes if the estate is later challenged.

To set targets we use Yeates & Co’s Life and Legacy Approach, structured to ensure the information from strategy and actions flows through to a will-maker’s estate plan in the form of a legally binding Section 100 Statement under the NSW Succession Act of 2006. 

This approach provides all the information about you that we need to achieve financial, personal, family and social goals together with an input to estate planning and long-term management that is organised into a Section 100 Statement 

This is more than a regulation fact find; rather it provides the understanding about why you think a certain way and what is important to you.

Our services are not suited to day-traders, investors seeking a transactional service or self-directed investors.  Rather your advice is intended to be implemented collaboratively.  We do not provide advice on insurance or legal matters however; we do work closely with professionals whose expertise is respected.

As you navigate this site, we invite you to discover how we think, why our thinking is relevant to you and how we are different. 

Our approach is not intended to meet all needs and it may not immediately address any of them rather, it is how we approach advice and a relationship with you.  

In business the word relationship can be used or even misused too easily.  When you read further you should gain a clear understanding of what we mean and how we invest in building relationships and why.