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PERSONAL & FAMILY

Good people around you. Each doing their part. You holding it all together.

When your money, property and family plans start to affect each other, we get your accountant, lawyer and adviser working to one plan.

Arrange a walkthrough What you get

We coordinate. We don't advise.

Your accountant, lawyer and bank still give the advice.

Your professionals stay.

We work with the people you already have.

No commissions.

Our fee comes from you, never from a product or a referral.

WHO WE HELP

Already complicated, or getting there.

Nothing feels urgent
until something changes.

Already complicated

  • Several advisers, none of them talking to each other
  • A business, a family trust or an investment property alongside your own affairs
  • A will, super and insurance set up years apart
  • Paperwork you're not sure still says what you want
Talk it through

Getting there

  • Selling a business or retiring
  • Children growing up, marrying or buying a home
  • Parents getting older, or an inheritance on the way
  • A separation, a new partner or a blended family
Talk it through

It isn't about how much you have. It's that you've become the one keeping everyone connected. That's the job we take on.

WHERE IT SLIPS

Each piece done well. Not always in step.

Each one was right when it was done. Nobody checked them against each other. We put them side by side, so the right person can fix what doesn't match.

SIDE BY SIDEWHAT WE CHECK
  • YOUR WILLLeaves everything to your childrenIn step
  • YOUR SUPERStill goes to a former partnerDoesn't match
  • FAMILY TRUSTStill names someone who's no longer involvedDoesn't match
  • LIFE INSURANCEPaid through your super, to the same old nameDoesn't match

We flag it. Your professionals fix it.

WHAT YOU GET

What you get in twelve weeks.

Some changes take longer.
The plan keeps them in step.

YOUR PLANWEEK 4
  1. 1

    Gather what you have

    You · Us
  2. 2

    Check it side by side

    Accountant · Lawyer · Adviser
  3. 3

    Agree what changes

    You
    YOU DECIDE
  4. 4

    Update it in order

    Lawyer · Adviser

01 / STRUCTURE · WEEKS 1 TO 4

Your plan, in writing.

Who's involved, who decides, and what happens in what order.

ONE PLANWEEK 7
  • LAWYER

    Will updated

    Done
  • ADVISER

    Super updated

    This week
  • ACCOUNTANT

    Trust papers checked

    Underway
  • INSURER

    Cover checked

    To come

We chase what's next

02 / CONNECT · WEEKS 5 TO 10

The plan, followed through.

Everyone working to it. We chase what's next and check in with you as it moves.

WEEK 12 REVIEWYOUR CALL
Week 1Week 4Week 10Week 12
Donewhat's finished
Leftwhat's still open
Nextwhat you need
Carry it on yourselfWith your accountantStay on with us

Whichever you choose, the plan and records are yours to keep.

03 / MAINTAIN · WEEKS 11 TO 12

A review at week 12.

What's done, what's left, and what you genuinely need next.

FIXED FEE

One fee, agreed before we start. Staying on after week 12 is your choice, and agreed separately.

AFTER THE TWELVE WEEKS

Your whole financial picture. Organised, and kept that way.

Not in your inbox.
Not in six different offices.

Most families' information is spread across emails, computers and different offices. For families in Ongoing Coordination, we bring it into one secure client portal, put it in order, and keep it current.

  • Income, spending, what you own and what you owe
  • Your net position, and where it's heading over ten years
  • Insurance policies, side by side
  • Every update and meeting record
  • A vault for wills, legal papers and statements

You can see where you stand. Your professionals start from the same current picture.

Update it yourself, or just tell us what's changed and we'll keep it current.

CLIENT PORTALSECURE · PERMISSION CONTROLLED
Financial positionFamily profileProgressCommunicationsDocument vault
WHAT YOU OWN$2,480,000
WHAT YOU OWE$910,000
NET POSITION$1,570,000
Net position · next 10 yearsA guide, not advice
Year 1Year 10

One place for you, your family and, with your OK, your professionals.

IF THE ONE WHO RUNS IT ALL CAN'T

Your partner isn't left searching. Everything is in one place, and so are we.

WHEN THE ESTATE PASSES ON

The executor and family start with the full picture and its history, not a shoebox.

WHEN A PROFESSIONAL NEEDS YOUR NUMBERS

With your OK, we send them an up-to-date picture. Less chasing, fewer mistakes.

Set up only for families in Ongoing Coordination, where the detail is worth it. Forecasts are a guide, not financial advice.

YOUR PROFESSIONALS STAY

Your people stay. We keep them in step.

We don't give advice, sell products or manage money.

  • Financial adviceYour adviser
  • Tax and accountsYour accountant
  • Wills and legal papersYour lawyer
  • InsuranceYour adviser or insurer
  • Every decisionYou

Not sure if you need us?

A short walkthrough will tell you.

You'll leave with a clear view of what needs to happen, and in what order. If your accountant can handle it, we'll say so.

Arrange a walkthrough

Clients across Australia. Most walkthroughs are by video.

WHAT HAPPENS IN A WALKTHROUGH

  1. 01

    We listen

    Your situation, in your words, and who's already involved.

  2. 02

    We map it

    What needs to happen, who does it, and in what order.

  3. 03

    You decide

    Whether to go further with us, or carry it on yourself.

FOR ACCOUNTANTS, ADVISERS AND BANKERS

You give the advice.
We run the sequence.

We don't replace you. We make sure your work connects to everything else happening around your client. Your client stays your client.

How we work with professionals