Wealth Creation

Building wealth, achieving your goals

Smart wealth solutions tailored to your lifestyle goals

Building wealth isn’t one-size-fits-all, it should align with your unique lifestyle and aspirations. We tailor strategies to your priorities, whether that’s reducing debt, maximising super contributions, investing, or structuring salary packaging effectively.

As independent advisers, we provide clear, objective advice free from external influence, ensuring every recommendation serves your best interests. Whether you’re weighing up paying off your mortgage versus investing or considering how to build wealth for your children’s future, we not only offer guidance but also help implement the right solutions for you.

WE CAN HELP YOU WITH:

HOW IT WORKS

Our Simple, Proven Process to Financial Success

From discovery to action, we guide you through every step, ensuring your financial goals are within reach.

“Kearsten is wonderful at providing advice that is targeted to our individual family needs. She is very thoughtful and thorough in her planning and ensures that we are part of the decision making process at all times. We have also been really impressed by the depth of research that she undertakes and presents to us. So grateful that we have found her!”

Juanita Price

Ready To Get Started?

Start your journey with a complimentary, no-obligation chat

Frequently Asked Questions

Should I invest in property or shares?

We assess your financial situation, goals, and risk tolerance to recommend whether property or shares—or a combination—aligns best with your wealth-building strategy.

Should I pay off my mortgage or invest?

We evaluate the benefits of reducing debt versus investing surplus funds, ensuring the strategy aligns with your financial goals and circumstances.

Can you help me decide whether to contribute more to super?

Yes, we provide tailored advice on super contributions, highlighting how they can support both your long-term wealth and current tax position.

Should I invest for my kids?

We help you explore options like education funds, trusts, or other investment vehicles to create a secure financial future for your children.

Do you provide specific investment solutions?

Absolutely. We recommend tailored investment products based on your goals and assist you in implementing those strategies seamlessly.

Knowledge Hub

Publications

Kearsten and Addi House Featured in FS Advice Magazine

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Estate & Legacy Planning, Podcasts

Navigating Life After Loss: Kearsten James on the Life, Loss & Legacy Podcast