Mission Statements
We simplify complex ideas.
We establish tax efficient strategies that are: persistent over time, pervasive across markets, and cost effective.
Portfolios are built based on Nobel Prize winning economic science designed to capture the dimensions of returns in the global capital markets.
Outcomes based, we develop your overall strategy from the financial goals that you want to achieve.
We work with two compelling factors: Time and Money.
We are acutely aware of the relationship between those two points; the strategy that is adopted will be tailored dependant on your access to the two factors.
A small investment of capital and more time invested in the market will equal significant capital growth. If time is limited then the amount of investment required will increase.
We use a disciplined approach to wealth creation.
No stock picking, no high-risk punts. Just the application of economic science based on organised principals designed to capture market returns and assist you in reaching your financial goals.
Plan first, execute second … not the other way around!
Success exists where preparation and opportunity meet.
Evidence from investors and academic researchers conclude: returns come from risk however you should only take risks for which you will be rewarded.
By creating a plan with a series of measurement and management points the chances of you achieving your financial goals increase significantly.
WE OFFER AN INITIAL COMPLIMENTARY, NO OBLIGATION MEETING TO REVIEW YOUR NEEDS, IDENTIFY YOUR GOALS AND YOUR VALUES, AND DISCUSS YOUR SITUATION.
Tax and Accounting
For most of us, tax is our biggest expense. We work closely with you to ensure that your arrangements are managed in the most tax-efficient way possible. Our Accountants assist with the design of effective ownership-structures for assets and enterprises. They work closely with our Financial Advisers by focusing on the taxation implications of key decisions for our clients.
We recognise that the key to money is understanding not what it can buy, but what it can do. The key outcome of that understanding is the achievement of financial independence. Our specialist staff work with you to ensure that your financial objectives are identified, are clarified and ultimately, are achieved.
Financial Advice
Mortgage Advice
Your mortgage is a key part of your overall financial strategy. We are experts at structuring and packaging your borrowing-structure to get the most efficient outcome to suit your situation. We ensure that the progress from loan submission to loan settlement is efficient and seamless. We have specialist knowledge in residential home loans and the multitude of lender offerings; not only do we find the most suitable loan for you, we ensure that approval and settlement happen quickly.
Direct property is a store-of-wealth asset. It is less likely to demonstrate the level of volatility that is seen in the equities market (particularly in the last seven years!). Direct property, acquired using a structured research process, will assist you in building a pool of income-producing assets to achieve financial independence. We focus on research, where individual property investors often focus on emotion.
Property Advice
Industry Awards
Connective Excellence Awards
Home Loans Mortgage Broker of the Year
Winner 2016 and 2017
Finalist 2018
Make an Appointment
Please contact us to start the process. It’s the first step in starting to get complete control of your tax-planning and your personal finances.
We have a rapid response to all enquiries as we recognise that our clients
are busy people who require swift and accurate responses.
Your initial meeting with a Locumsgroup Financial Adviser, Accountant or Mortgage Manager is at no cost to you. Make an obligation free appointment today.