What We Do

We collaborate with our clients to create, protect & preserve wealth in line with their goals & ethical beliefs. We have a trusted relationship with our diverse range of clients, including High Net Worth individuals & families, SMSF's & Organisations (including Not for Profits).

We provide our clients with advice tailored to their needs that allows them to take control of their financial situation, allowing them to enjoy a lifestyle in keeping with their values.

Our professional approach promotes an open & honest relationship, which leaves our clients secure in the knowledge that their best interests are being served. This is reflected in the positive feedback & referrals we receive from our large number of long term clients.

Our advice is based around creating, implementing and managing strategies based on our clients’ goals and objectives. We do this by gathering as much data about our clients’ financial situation as we can. We then prepare our strategic advice in conjunction with any other professionals needed. We select the appropriate product(s) last. We charge an agreed fee for our services in consultation with our clients.

There are many reasons why clients seek our services – including:

  • Balancing Wealth Creation goals with day-to-day income needs
  • Providing Wealth Protection against accident or illness
  • Minimising taxation via Wealth Preservation within legal frameworks
  • Managing volatile economic conditions and investment markets
  • Achieving an optimum return consistent with your attitude to risk
  • Achieving financial independence on retirement
  • Better managing income and expenditure, and cash flow
  • Protecting against inflation via growth strategies in investments
  • Taking into account your personal beliefs and investing according to your own ethical criteria
  • As GESB specialists, we understand the intricacies of untaxed funds (West State) and defined benefit funds (Gold State), along with other issues such as pre-1983 service




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