We help people create their own wildly successful financial life
Our services
Comprehensive advice that’s tailored to you.
Protection plus
Review and compare life insurance, income protection & super funds.
Geared super
A thoroughly researched investment strategy to rapidly grow your super.
Rapid-FIRE roadmap
Our premium service. Comprehensive advice that’s tailored to help you achieve your goals.
Trusted financial advice
Dramatically shortcut your path to financial freedom, guided by award-winning experts who have been there before.
James Menezies
Founder & Principal Financial Adviser
Dunsborough
BEc, ADFS (Financial Planning)
Wade McEvoy
Director & Senior Financial Adviser
Perth
BComm, CFP
Gavin Aitkins
Director & Senior Financial Adviser
Perth
BBus, ADFS (Financial Planning)
Our advisers
30+
…years of experience
Our clients
2,200+
…happy clients
Our process
99%
…average client review on Adviser Ratings