A curated range of financial information and education resources designed to help you achieve financial freedom.

Assets safe? We help set up trusts, companies, and SMSFs to legally separate your personal wealth from business or investment risks. Your family home, rental properties, and savings can all be at risk if not set up correctly. We make sure they’re protected against lawsuits, creditors, and unexpected events.

Succession sorted? We work with your solicitor to ensure your Will, Powers of Attorney, and estate structure reflect your wishes and protect your family. If you own a business, we help plan for a smooth handover—whether you’re retiring, selling, or passing it to family or partners. Super doesn’t automatically go through your Will. We make sure your super benefits go to the right people, tax-effectively, using binding nominations and smart strategies.

Retirement on track? We help you work out how much you’ll need to live the lifestyle you want—and whether you're on track to get there. We create a clear plan for drawing income—using super pensions, account-based income streams, and other assets—so your money lasts as long as you do. We make sure your retirement strategy includes everything you're entitled to, including Age Pension or other benefits.

Debt under control? We take a full look at what you owe, what it’s costing you in interest, and how it’s impacting your cashflow. Not all debt is equal. We help you focus on the worst debts first—like high-interest credit cards—while managing the rest smartly. If you’ve got business loans, tax debt or property debt, we work out whether it’s working for you—or dragging you down—and restructure where needed.

Paying too much tax? We work with you throughout the year, not just at tax time, to make smarter decisions that keep more money in your pocket. Below are some resources you can view to assist. Should you need more information, book a free call with David.

Cashflow suffering? We review your income, expenses, debt, and spending habits to find where the leaks are—and how to plug them. We work with you to set up a clear, practical budget that supports your lifestyle. We make sure your cashflow supports your goals—whether it’s saving, investing, or retiring. It all starts with having the cash to move forward.

Business or Job? We compare your current income, job security, and entitlements with what a business could realistically generate—after tax, costs, and time. Not everyone is suited to running a business. We help you assess your skills, mindset, and how much risk you can manage—financially and emotionally. If you start a business, we help you structure it the right way—protecting your personal assets, managing tax, and keeping it compliant. If employment is the better path, we help you make the most of it—through salary packaging, super contributions, side income strategies, and long-term wealth building.