services

We are experts in public sector superannuation schemes, SMSFs and superannuation. We can help you build wealth through property and shares, plan for retirement and manage risks along the way.

We also offer Business Insurance Advice to business owners such as Key Person Insurance, Business Succession and Buy/Sell Agreements, Business Expense Insurance and Business Debt Insurance. Learn More.

how we can help you

Insurance only advice

Personal insurances are life insurance, total and permanent disability cover, trauma and income protection.

We also provide Business Protection Insurance Advice to business owners. Learn More.

scoped financial advice

Traditional, premium, scoped financial advice with implementation and annual reviews offered via separate engagement as we prefer to work with clients on an ongoing basis. This is great for clients with a particular scope that needs attention.

comprehensive, bespoke services

  1. Our ‘Family Chief Financial Officer Service’ is our most popular service which starts with an initial 12 month engagement. This is great for time-poor, high-income families who are looking for comprehensive advice to support their Life Plan and to design and coordinate their A-team of other professionals to save them time. Learn More.

  2. The ‘Family Office’ service is for high net wealth individuals and families who are looking for a high-touch service that includes a bill-paying service, philanthropy and family succession planning.

we specialise in the following scopes of advice

  • Superannuation Advice

  • Retirement Planning

  • Defined benefit schemes expert for PSS, CSS, DFRDB and MilitarySuper (20+ years of expertise as Gianna worked for ComSuper)

  • Self Managed Super Fund (SMSF) Advice

  • Wealth through property and shares

  • Business owner advice

  • Family Trusts

  • Personal Insurance and Life Insurance Advice

  • Taxation Strategies

  • Redundancy Advice

  • Estate Planning

  • Business Succession Planning

  • Business Protection Insurance Advice

  • Debt Management

  • Cash Flow Management

  • Inheritance and Estate Beneficiary Guidance

  • Family Law Financial Coach

  • Charitable and philanthropic giving

How you’ll feel

Confident & financially organised with peace of mind about your financial future, even if life throws you a curveball

tesitmonials

  • Bryan, Lawyer

    Gianna helped me re-evaluate my finances to ensure they were efficient and effectively working for me. Gianna also helped me start my investment portfolio and developed a plan to build me wealth. Gianna's advice and support was invaluable, timely and responsive to my needs. I would highly recommend Gianna's financial planning services for anyone who needs knowlegable advice for a financial friend.

  • Deanna, MORTGAGE BROKER

    Gianna has been amazing to work with over the past 4 years. Responsive, caring and knowledgeable. Thanks Gianna!

  • Gisela, SENIOR PUBLIC SERVANT

    Before meeting Gianna I had no idea of my financial circumstances. I wish we had met her earlier.

    Gianna provides friendly and supportive assistance. She is articulate and her advice is easily understandable. Gianna has shown an extensive knowledge of the financial industry. I have no hesitation in recommending Gianna to anyone needing financial assistance. I have been very pleased with her assistance and advice.

  • Dale, BUSINESS OWNER

    Gianna has a wealth of knowledge and able to answer any of our concerns with confidence. She is constantly in touch to keep us on up to date and on track which is very helpful for as work and life get very busy. We are only a new client but confident Gianna's advice and guidance will be of great benefit in the future.

  • Tim, ACCOUNTANT

    Gianna has given me advice since I had a career change and was contemplating a redundancy payment. Gianna is always very prompt in responding to my questions and takes an interest in understanding my life goals as part of getting a full conversation on how my family and I could structure our finances that was aligned to what we wanted. I have always found Gianna to be an extremely good listener and she complements that with good advice which is always very well explained so that I am comfortable in making decisions , backed up by her technical and industry knowledge. Gianna is always prompt , courteous and extremely professional and it is a pleasure having her as our financial adviser.

  • Evie, Lawyer

    Gianna has given me advice in areas including insurances, budgeting, bank account structures, ethical super funds and managing debt. Gianna was able to explain things to me in a clear way and help me to manage my finances in alignment with my goals. Through Gianna's knowledge and experience, I feel very confident that the advice given was right for my needs.

  • Mark, Professional

    Gianna listens and understands our personal circumstances, issues and goals; understands the current taxation laws, markets and opportunities. We have turned around our savings and longer term prospects for the remainder of our working years heading into less worry about our retirement years ahead. Thank you Gianna.

Get in touch.