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Our Services

When preparing the advice we offer, we take into consideration your total wealth position and advise on how to best maximise your current situation and build on it to achieve your objectives. Our holistic advice can cover the following main areas:

Wealth Creation and Preservation

We will work with you to define your financial and lifestyle goals, to make sure you have the right investment strategies and structures in place.

Investment Management

All portfolios are tailored to personal circumstances and managed in line with your personal objectives. Our approach to asset management is not set-and-forget, but rather one where strategic changes are made when underlying fundamentals suggest rebalancing portfolios is necessary.

Superannuation and Self Managed Super Funds (SMSF)

Superannuation is a key component in the accumulation of assets for future wealth and financial security. We advise on all aspects of superannuation benefits, including the development of annual contribution and pension strategies; management of investment portfolios; and ensuring your benefits are properly incorporated into your estate plan. We also advise on the ongoing management of SMSFs.

Risk Minimisation and Protection

Insurance is an often overlooked area of personal and financial life goals; no one likes to think now about what insurable events might happen in the future. Our job is to ask you the right questions to ensure that you and your family are covered for unfortunate events. We will discuss your life, total and permanent disability, trauma and income protection insurance needs.

Estate and Succession Planning

There are many things to consider in a carefully constructed estate plan (e.g. Wills, Powers of Attorney) or succession plan (e.g. business ownership, buy/sell agreements). For this reason, we work alongside specialist solicitors to ensure every aspect of your personal, business and financial life will be dealt with in accordance with your wishes.

Our Team

Peter Keogh

Founder and Principal Adviser

Peter holds a Bachelor of Business with Honours, a Graduate Diploma of Applied Finance and Investment, and has met the rigorous requirements to achieve the Certified Financial Planner designation – the highest certification available to financial planners worldwide. With over 20 years’ experience specialising in assisting individuals and families grow and maintain substantial personal wealth, Peter has extensive experience in providing strategic planning advice and developing solutions to ensure his clients are positioned to achieve financial security.

Dana Caniglia

Paraplanning

Dana holds a Diploma of Financial Services and an Advanced Diploma of Financial Planning. Dana’s many years working in both private and corporate financial services businesses have made her highly experienced in dealing with the full range of administration and technical issues clients face. In her role as Paraplanner, Dana works with clients from initial contact and planning through to ongoing strategic and product advice provision. Dana and Peter have worked together for 9 years.

Desiree McConnon

Client Service

Desiree has a wealth of financial services experience having worked in banking, superannuation and financial planning within private practice firms, financial planning licensees, superannuation administration businesses and major institutions.  She holds a Diploma of Financial Planning along with a Certificate of Superannuation Management.  As our Client Services Manager, Desiree brings much experience and knowledge to the role, drawing on her many years working across the industry to deliver the best possible service to our clients.

Our Clients

Because we are a small firm that maintains close relationships with our clients, we are able to offer unlimited access and a high level of personalised contact with all staff of the firm. As a trusted adviser to those who use our services, we are proactively involved in all aspects of our clients’ financial affairs.

Our services are advantageous for people who appreciate the value of professional advice and want guidance across their full financial situation. Our clients include professionals, medical specialists, business owners, self-funded retirees, corporate executives, senior government employees, and beneficiaries of inheritances.

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