Financial Advisory Services

We Help High-Income Professionals Replace Their Salary with Passive Income in Under 10 Years

Personal Journey

Connect with me on social media:

I Walk the Path I Recommend

I don’t just give financial advice — I live it. Every strategy I recommend is one I’ve personally used to build my own wealth. I’ve navigated the same decisions you face — from balancing a demanding career with wealth creation, to investing in property, private equity, and other high-growth opportunities. My journey has shown me that you can achieve financial freedom without sacrificing your lifestyle — and I can help you do the same. When you work with me, you’re not just following a theory — you’re following a proven path that I’ve walked myself.

More about me

Services

View All

Wealth Building Strategies

Proven strategies to grow your assets fast and replace your salary with passive income.

Full Financial Management

Outsource everything — we do it all for you; we handle the numbers, you enjoy the results.

Exclusive Investments

Access private deals and high-return opportunities reserved for serious investors.

Our 5-Step Engagement Process

Discovery Call

We’ll talk about your fears and frustrations as well as your goals and lifestyle. This call is completely obligation free and is designed to allow you to ask any questions you need to decide if we’re a good fit to work together.

Fact Find

Once we’ve decided we’re a good fit, we’ll ask you to complete a client questionnaire, covering your financial information and relevant personal details. This is a critical step that allows us to provide the best, most appropriate advice, and forms the backbone of your financial plan.

Strategy & Advice Preparation

Over 4 weeks, we’ll take all the information and put together your individual plan. Once the plan is ready, we’ll meet again to talk you through it. Everything Will be clearly explained, and you can ask as many questions as you want — there are no Silly questions when it comes to managing your money.

Implementation

Once the plan is signed off, it’s time to implement it! We and your team of advisers will keep you up to date every step of the way.

Ongoing Support

A financial plan is not a once-off quick fix solution; it is a lifelong journey that requires discipline, accountability, and ongoing action. Think of your money as a business, and us as your personal CEO driving strategy. You’ll have unlimited access to us throughout the year as part of your plan.

Not ready yet? Let’s Stay Connected

Sign up for a free advice newsletter

Subscribe to our newsletter for expert tips and advice to enhance your financial journey.

What Our Clients Say

I’m 31 and wanted to become financially independent ASAP. I’m quite time poor with work, so just wanted to outsource everything.
Andy put together an entire team for me and we’re targeting to retire by 40.

Max BNewstead QLD

Andy’s really easy to talk to. He makes you feel at ease and more like a friend than your financial adviser. It’s allowed me to focus on growing my business, knowing Andy’s building my investments.

Kayla HPyrmont NSW

Really excited to get started with Andy after the strategy call.
I work in finance, and his philosophy is quite different to most of the industry, works a lot quicker. I really like that he does it himself too.

Steve HDarlinghurst NSW