Trusted Advisers.
Removing Complexity.
Proven Results.

So you can focus on what matters most.

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Comprehensive Wealth Management

We help successful people manage and grow their wealth. With a proven methodology that is fiercely client centric, we ensure that you remain on track to meet your financial goals.

Our People

 
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Kevin Bailey AM

Kevin has long been one of the most respected leaders in financial services. As former Director and Fellow of the Financial Planning Association, he has received many accolades for his contributions to the industry including an appointment to the order of Australia.

Wes McMaster

Wes is regarded as an expert in the rules and principles governing financial advice. He has served as Chairman of the Financial Planning Association and has provided evidence to both Federal and Supreme Courts as an expert witness in high profile cases.

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Christopher Bailey

Chris is a skilled and qualified financial planner with a demonstrable record of being totally client focused. He is committed to ongoing education and upholding the highest standard of professionalism in the financial advice industry.

FREE Online Course
Retire with Confidence

Enroll Now

Are you preparing for retirement and want to feel confident about your future? Our FREE course, created by experienced financial planning professionals, is designed to give you the knowledge and tools you need to make smarter decisions and enjoy peace of mind in retirement.

Retirement should be a time of freedom, not worry. Take the first step toward a secure and fulfilling future by enrolling today—it’s completely free and built with Australian retirees in mind.

Complimentary eBooks

We aim to cultivate a long term loyal partnership with every client and are committed to offering value in every interaction. These short eBooks are designed to empower the reader to know what questions to ask when seeking advice. They are not designed to give you all the answers, but they certainly serve as a good starting point to arm you with the right questions so that you can live your own answers with confidence.

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What our Clients Say About Us

  • "Dealing with Chris I have found him to have passion, knowledge and a genuine interest in achieving the best for clients which is what makes a truly professional Financial Adviser. His dedication to clients, business excellence and education sets him apart and I would highly recommend him to anyone wanting to achieve better financial outcomes.”

    Philip

  • "Chris Bailey is exceptionally professional, reliable, courteous, efficient, and client focused. Chris has a deep understanding and knowledge of his field and always makes himself available to answer any queries. His responsiveness and high-level of communication makes the process seamless and stress free. He goes above and beyond to achieve my desired goals and I cannot recommend Chris highly enough. A dedicated professional that you would be lucky to have on your team. Thank you Chris!"

    Andrew and Belinda

  • "Chris is very intelligent and completely focused on the clients needs. I wasn’t sure about the process for superannuation and the diversity of options and Chris helped enormously. He’s as honest as the day is long and will manage your portfolio with aplomb."

    Scott and Loretta

  • "I am delighted to be working with Chris who is proactive and attuned to my needs. I was very unhappy with the poor communication and lack of responsiveness from the body previously managing my funds."

    Andy

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