With over 30 years helping people achieve their financial goals, we know how hard (and crucially important) it is to find the right firm to trust your financial future with. We bring balance to your financial life.
Wealth Management
In the same way your career has taken patience and discipline to build - we apply the same approach to building and maintaining suitable investment strategies to achieve the next goals in your life. We take great care to build strategies with you (not for you), that you can understand, track and will evolve as your life changes.
Retirement Strategies
How much is enough to retire on? How long will your money last? What does retirement even mean? We have decades of experience in assisting families prepare for a life without a salary. We help you shape and plan for a retirement with purpose, fulfillment and a bit of fun along the way, using financial stability as a cornerstone of ever decision.
Self Managed Super
DIY Superannuation can be a great way to take control of your retirement savings. They are not a one size fits all solution, but to the investor who is willing to take on the additional responsibility of being their own trustee, they can open up potential cost savings and investment strategy options beyond a generic retail or industry super fund.
“Tony Wray has been our adviser and friend for over 20 years and has always given us an honest answer to all our questions. He has been able to assist us through the transition from working in our own business to a retirement strategy that makes sense. We would recommend anyone going to speak with Tony."
— Robyn & Gerry (Retirees, Gold Coast)
