where are you
on your journey towards financial independence?
Just Starting Out
I’ve finally finished my education and have started out on my new career. It’s exciting times – finally have my own cash to do the things I want to, buy the things I want to buy, go on holidays…
Got Commitments
I’m no longer the newbie at work. I’m knuckling down on my career. My income has increased from when I first started out, but it’s getting harder to save as I’ve got commitments…
Thinking About Retirement
Thinking about retirement – Kids are (almost) off my hands, mortgage is (almost) paid off – I should be able to start saving a bit more now – older people than me at work are…
Retired
Finally. Now I have the time to do the things I want to do, when I want to do them. How long will my money last? Am I eligible for an Age Pension? How do I invest my money to…
Meet The Team
Our approach is designed to bring you a sense of personal balance and confidence in your financial future.
Maurice Nistico
Principal Financial Planner
My aim is to help you design and create your desired future lifestyle.
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David Sen
Chartered Accountant
My expertise is in providing you with a high level of tax and business advice, specialising in professionals and business owners.
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Filomena Nistico
Office Manager
I’m responsible for the administration of the office, and lead the Client Service Team, ensuring you receive a friendly and efficient service.
Nicolle Carter
Client Services Manager
Nicolle’s role is to help provide prompt answers to your questions, and to help you simplify your paperwork and deal with your other financial institutions.