Financial adviser across Melbourne
We advise households across Melbourne's north, east and west, and Australia-wide by video, on superannuation, retirement, investments and personal insurance. Our office is at The Watermans in Bundoora, and we can equally meet at your home.
How we meet
Three ways we can meet
Where you live decides how we meet, not whether we can help.
At your home
We come to you. No traffic, no parking, and your paperwork is where you left it.
By secure video
Everything an in-person meeting covers, including screen-sharing the modelling as we go. Also how most reviews happen.
At the Bundoora office
The Watermans, Level 2, 1/3 Janefield Drive, with parking on site. There if you want it, never required.
What we do
What we advise on
Retirement and superannuation advice for people in their fifties and sixties, wherever in Melbourne you are.
The practice is built around one transition — the shift from building wealth to living on it. That is a different problem from the one you have been solving for thirty years, and it is the only problem we work on.
Superannuation & retirement planning
What you hold, what it costs, and whether it supports the retirement you have in mind
Investment Advice
Portfolios built from your withdrawal timetable rather than a risk questionnaire
Life Insurance Advice
What still needs protecting now, and whether cover belongs inside super or outside it
Cash flow & budgeting
What you actually spend, which is what every retirement projection rests on
Areas we serve
Where we work
Choose your side of Melbourne
Financial advice in Melbourne's north
The office is in Bundoora, so most in-person work happens here — a stretch of Melbourne where a great many households bought in the estate-building years and are now arriving at retirement within a few years of one another.
Whittlesea and the northern growth corridor
- Mill Park
- Lalor
- Thomastown
- South Morang
- Epping
- Mernda
- Wollert
- Doreen
- Craigieburn
- Whittlesea
Banyule, Nillumbik and the Plenty Valley
- Watsonia North
- Watsonia
- Greensborough
- Macleod
- Plenty
- Montmorency
- Yallambie
- Viewbank
- Lower Plenty
- Rosanna
- Heidelberg West
- Eltham
- Heidelberg
- Eaglemont
- Ivanhoe East
- Ivanhoe
Darebin, Merri-bek and the inner north
- Kingsbury
- Reservoir
- Preston
- Fawkner
- Thornbury
- Alphington
- Coburg
- Northcote
- Fairfield
- Pascoe Vale
- Brunswick East
- Brunswick
- Clifton Hill
- Fitzroy North
- Glenroy
- Carlton North
- Princes Hill
- Brunswick West
- Strathmore
- Parkville
- Essendon
- Moonee Ponds
Not seeing your suburb? Ask us — the answer takes thirty seconds.
Financial advice in Melbourne's east
Eastern-suburb households tend to arrive with a different shape of problem — a paid-off home worth a great deal, an investment property or two, and a superannuation balance large enough that the transfer balance cap becomes a live question.
Inner east
- East Melbourne
- Richmond
- Abbotsford
- Collingwood
- Hawthorn
- Hawthorn East
- Kew
- Kew East
- Camberwell
Middle east
- Balwyn
- Balwyn North
- Canterbury
- Deepdene
- Surrey Hills
- Mont Albert
- Box Hill
- Doncaster
- Glen Iris
- Ashburton
- Burwood
- Blackburn
Outer east
- Nunawading
- Mitcham
- Forest Hill
- Burwood East
- Vermont
- Vermont South
- Donvale
- Ringwood
- Glen Waverley
- Wantirna
- Wantirna South
- Croydon
- Bayswater
- Boronia
- Knoxfield
- Scoresby
- Rowville
- Ferntree Gully
- Chirnside Park
- Lilydale
Not seeing your suburb? Ask us — the answer takes thirty seconds.
Financial advice in Melbourne's west
Much of the west has been built or rebuilt in the last twenty-five years, so a good share of households are still carrying a mortgage into their fifties while working out what retirement looks like. That changes the order the work gets done in.
Inner west
- Footscray
- West Footscray
- Yarraville
- Seddon
- Kensington
- Flemington
- Spotswood
Middle west
- Maribyrnong
- Maidstone
- Braybrook
- Sunshine
- Newport
- Williamstown
- Altona North
- Keilor East
Outer west
- Point Cook
- Hoppers Crossing
- Werribee
- Tarneit
- Truganina
- Williams Landing
- Wyndham Vale
- Caroline Springs
- Deer Park
- Ravenhall
- Melton
- Rockbank
- Aintree
- Fraser Rise
- Taylors Hill
- Sydenham
- Hillside
- Keilor Downs
- St Albans
Not seeing your suburb? Ask us — the answer takes thirty seconds.