We are goal-led, deep-thinking financial strategists with decades of experience between us. Our sole reason for existing is to help you harness your full financial potential, unlocking your goals with confidence and creating the future you desire.
Our Process
Every relationship we build starts through our leadership team.
Our first conversation is our chance to get to know you. It’s relaxed, confidential, and free of judgment. We want to understand your goals, what matters most to you, and what you’re trying to achieve. We believe this conversation should happen at the highest level, where experience and perspective are deepest, so you will always be talking to someone in our leadership team first. Usually just a simple phone call, it sets clear direction early, making sure you’re understood properly before anything else begins.
Our Process
Handled with care - once your goals are understood, your brief is thoughtfully handed over to your Concierge.
Our Concierge team are here to confirm our shared understanding and gather any information needed to begin work on your behalf. From this point on, your Concierge remains your consistent point of contact for your own peace of mind.
This industry-leading team have been put in place at the heart of our business, to make sure you always know who to call, and your information is never repeated or fragmented. This creates continuity and confidence for you, while we quietly allow all our experts to do the work behind the scenes.
Our Process
Collective insight – a deep dive into how we can bring your vision to life
Our defining difference is the access you now have to a fully integrated team working together toward your goals. Your brief is taken into our weekly boardroom discussions, where senior leaders, financial advisers, accountants, property, lending, and tax specialists all collaborate on your strategy.
Every recommendation is considered in context, ensuring progress in one area never comes at the expense of another. Ideas are shaped collectively, not in isolation, resulting in a strategy that is aligned, deliberate, and designed to work seamlessly from the outset.
Our Process
Progress and pursuing goals - a living strategy that evolves with you
We present clear options and thoughtful recommendations, allowing you to choose what feels right and move forward with confidence.
Once agreed, your strategy is implemented with care and precision. Ongoing check ins ensure everything remains on track, while leaving room for life to change. When life’s circumstances change, your strategy flexes with them.
Our role is to provide steady guidance and long-term support, ensuring you feel looked after at every stage of life. And if you want to push harder, or slow things down, we’re ready whenever you are.
Next Step
Our approach
Strategy is the foundation that brings every other financial discipline together.
Real strategy begins with real priorities. Once we know what’s important to you, we design a strategy to help you fulfil that vision. All of our services - from accounting and lending to tax advice, investment, insurances and more - are simply the tools available to help you get there.
Our Expertise, Your Tools
01
Accounting
Expand ↓
Hide ↑
Accounting is more than compliance. It is the foundation that provides clarity and control over your financial position. Accurate, well-structured accounting supports better decisions across investments, lending, tax, and long-term planning.
When accounting sits alongside financial planning, property, and advisory, your numbers are not just reported, they are actively used. Over time, this visibility allows opportunities to be identified earlier and risks managed more deliberately, ensuring your financial position supports your broader strategy rather than limiting it.
02
Business advisory
Expand ↓
Hide ↑
We know first-hand that business decisions shape personal outcomes. Our advisory support program helps business owners step back from day-to-day operations and focus on growth, structure, cash flow, and succession.
When business advisory is integrated with accounting, tax, lending, and personal financial planning, decisions are made with long-term positioning in mind. This alignment ensures your business strategy supports your personal wealth goals, allowing you to build value deliberately while maintaining clarity and control as your business evolves.
Through this program we may also introduce you to other wider services from the Septennial Group family, including commercial property, wholesale lending, and more.
03
Estate planning
Expand ↓
Hide ↑
When created intentionally and correctly, a good strategy ensures your wishes are respected and your legacy is protected. This isn’t just about documents, but about structure and care for the people you leave behind.
When estate planning is aligned with your financial strategy, your tax position, superannuation, and asset ownership, complexity is reduced and unintended consequences are avoided. The benefit is peace of mind and generational outcomes that reflect your intentions, providing certainty for your family both now and into the future.
04
Financial planning
Expand ↓
Hide ↑
So many people are reluctant to see a financial adviser because they think the conversation is going to be about reducing your lifestyle, and sticking to a strict budget spreadsheet. Once you meet our team, you’ll realise we believe in the exact opposite.
Financial planning is there to bring structure to your goals and direction to your decisions. It connects where you are today with where you want to be, financially and in life. When financial planning is supported by in-house accounting, tax, property, lending, and investment expertise, strategies are practical and cohesive. The benefit is confidence over time. Your plan evolves with your circumstances, grounded in real data and clear decision making rather than assumptions or isolated advice.
05
Insurances
Expand ↓
Hide ↑
Insurance is about protecting progress. The right cover ensures illness, injury, or unexpected events do not undo what you have worked to build. When insurance advice is integrated with your broader financial strategy, the cover is designed to support your assets, income, and long-term goals. The benefit is resilience. If life changes unexpectedly, your strategy remains intact, allowing you to continue moving forward with stability and confidence.
06
Investments & Super
Expand ↓
Hide ↑
Managed in isolation, these can lose direction. Integrated properly, they become purposeful and powerful. When these decisions are coordinated with tax, property, and cash flow planning, outcomes are clearer and more efficient over time. The benefit is intention, with capital working toward outcomes that support both lifestyle goals and future security.
Investments and superannuation play a critical role in long-term wealth creation when they are aligned with your goals, timeframe, and risk profile.
07
Lending
Expand ↓
Hide ↑
Lending decisions influence cash flow, flexibility, and opportunity for years to come. The right structure can support growth, while the wrong one can quietly restrict it.
We make sure lending advice is aligned with accounting, tax, property, and investment strategy, and borrowing supports long-term positioning rather than short-term convenience. The benefit is leverage used deliberately, reviewed regularly, and structured to create options and momentum rather than constraints.
08
Property
Expand ↓
Hide ↑
Property can be a powerful contributor to long-term wealth when approached strategically. Decisions around buying, holding, or developing property should align with your financial position, borrowing capacity, tax outcomes, and future plans. When property advice sits alongside financial planning, lending, and tax, decisions are made with clarity and discipline. The benefit is confidence and consistency, ensuring property supports your broader strategy and contributes to sustainable, generational outcomes.
09
Tax
Expand ↓
Hide ↑
Tax is not just an annual obligation. It is an ongoing strategic consideration that shapes how effectively wealth is built and retained. When tax advice is integrated with accounting, investments, business structures, and property decisions, opportunities are addressed early rather than corrected later. The benefit is efficiency and foresight, with decisions structured well from the beginning and managed thoughtfully over time.
Whole-of-life Approach
Our combination of expertise means we can support you through every stage of your life. From the very beginning of growing a dream or a family, right the way through to leaving a legacy for your next generation.
