We support Aboriginal and Torres Strait Islander communities and Native Title claim groups manage, distribute, and invest compensation funds for the benefit of their communities.​​​

By having an estate plan in place, you can be sure that your assets will be managed and distributed the way you want and in the most tax-effective manner.​​​

Take control of your super with a tailored personal superannuation solution. We have been providing superannuation services for more than twenty years and have expertise in managing super.​

We are a specialist provider of trustee and financial management services for people who receive a lump sum compensation payment resulting from an accident or an injury.​​​

We have been providing trustee services since we started, and it remains at the heart of what we do. As a professional trustee, we help families manage and transfer their wealth tax effectively.​

We provide financial advice and have a team of financial professionals dedicated to helping people who are seeking specialist financial advice.

​​​​​​

We have a proud heritage of helping Australians give back to the community. We are helping philanthropy grow through education programs, collaboration with industry and research.​

When it comes to managing an estate and appointing an executor, you can choose an individual (either a family member or friend) or a professional trustee company.

We work with you to give your clients specialist advice on estate and trustee services. We don't take over the client relationship, we provide specialist services and backend administration.​​