Financial Solutions for a Better World.
Starting your wealth building journey?
Planning for retirement?
Interested in Ethical/Responsible investing?
We are different, because...
- We ask better questions to achieve better outcomes.
- We believe in your financial freedom and will empower you to have complete control over your finances.
- We will build a long lasting relationship with you, like we do with all our clients. Because we care about your financial future.
- We give back to the community.
- We are members of 1% For The Planet, a global network of businesses, nonprofits and individuals working together for a healthy planet with more than $175 Million dollars given back to the environment.
- We are members of the Responsible Investment Association Australasia and Sarah Wood is a Certified Responsible Investment Adviser
Learn more about us
Over 11 years of expert experience in empowering clients to secure their financial future
Manage over $10million of retirement savings
Helped over 250 clients achieve their financial goals
Protected over 100 families with Income Protection and insurance plans
Here's what our clients say
It’s great to know that my Financial Adviser is keen to help people in an ethical and socially/environmentally responsible way to manage their finances. This is certainly important to me. I’m keen to look after my finances and plan for my husband and my future but not at the expense of others or our environment. Sarah has helped us to achieve this.
Sarah Wood has recently helped me with an issue concerning a matter regarding income protection insurance. Sarah offered advice that I followed through with and the outcome was very much in my favour. I am sure that without this advice, the outcome would have been very different. I would recommend Sarah Wood to anyone who is having difficulties. The depth of knowledge and experience that Sarah possesses is second to none.
After deciding to divest from fossil fuels, I was bewildered by the options available and unsure of procedures to follow. This was a big decision as it involved my lifetime superannuation savings. Sarah took all the anxiety away, leaving me with a plan that suits my financial needs as well as my social and environmental conscience.
Certified Financial Adviser with RIAA