Think of me as your financial guardian angel

Bespoke, meaningful and valuable. I’m here to do what’s most helpful to you. And remember, my services offer more than the tangible benefits of efficiency, order and control. They’re about you. Your family. Your lifestyle. Your time.

I streamline the financial complexities in your life

I provide outsourced wealth administration and bookkeeping services for high net worth individuals who wish to invest their time in the more rewarding areas of life.

Bookkeeping and

I reconcile bank statements with an eagle eye. I ensure your bills are paid on time. And I can take care of all your filing and recordkeeping. Everything a good bookkeeper should do.


Buy a property on the weekend? Time to sell an investment? Setting up a new portfolio? Then let me manage your transactions – and deal with the relevant parties – from beginning to end.


Think of me as the ‘hub’ of your advisor network. I liaise with your bankers, brokers, insurers, lawyers, accountants and financial planners to simplify your financial life. Your partners are my partners.


Properties, shares, superannuation and more. I provide transparency and clarity into your financial position – to give you the simple snapshots you need.

Mail concierge

Let me take care of your mailbox and inbox. I can open, resolve and file all your bills and statements – and filter the ‘junk’ too. You can have as much or as little involvement as you like.

I partner with your people

My partnerships go beyond simple assurances – whether it’s with you or one of your advisors.

They’re underpinned by open communication, a mutual understanding, clear objectives and responsiveness at every stage.

Accountants Bankers Brokers Financial planners
Fund managers Insurers Lawyers Property managers

I play to my strengths

True success is about knowing your limits and playing to your greatest assets. I don’t do it all, but I get it all done – with diligence and obsession-to-detail.

What I do






What I don’t do

Financial planning and advice


Fund management

Custodian services

Tax accounting