Our Work

"We are motivated by the success of our clients and the impact we create"



We balance leveraged, growth, value and conservative investments in a strategic manner to create portfolio synergy


Comfort and peace-of-mind in when done properly


Protecting you, your family and the things that matter most

Strategic Planning

Strategy equates to a compounding wealth curve


Knowing your options in a world full of information creates confidence

Business Consulting

o Risk mitigation by forward planning is a cornerstone of business growth

Our Fees

Adding value to our clients' lives is our priority

Being a privately owned firm, we have no obligations to any financial institutions which garners a transparent approach in our advice formulation process. Financial Planning fees vary for each client and is based on accountability and transparency. All proposed fees will be provided during our discovery meetings.

Financial Services Guide

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Dr Zoran Boskovic & Maria Rondon, Research Scientists

Trusting someone to provide us with guidance on making decisions that affect our financial future was a daunting task. However, Andrew’s tireless work on delivering the education and advice needed to make the correct choices has made the whole process incredibly easy and rewarding. His attention to our requests and ability to tailor the advice to our specific needs has been commendable. He never hesitated in answering any and all questions we may have about any strategies we were implementing, which gave us confidence in the choices we made. We would not hesitate to recommend his services to anyone that is looking for financial planning assistance.