Sophisticated, personalised 50-year financial forecasting to help you make better financial decisions.
We sell no products. The deliverable is analysis and clear scenario comparisons. You remain in control of how and with whom you implement.
We are not financial advisers. We are financial consultants who build in projections so that you can analyse the impact of your decisions over your lifetime.
→Tax, cash flow and longevity, modelled together
→A 50-year horizon, not just today
→Options compared side by side
→A fixed fee, known upfront
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HOW WE HELP
Decisions worth modelling before they are made.
Each of these turns on a handful of assumptions that compound over decades. Modelling makes the compounding visible.
When you can stop, what it will sustain, and how long it lasts under stress.
Buy, hold, sell, or gear modelled against the alternatives.
What a liquidity event means after tax, and what it can fund for how long.
Receiving or passing on capital, and the structures that shape the result.
Contribution, pension and asset-location decisions tested over the long run.
Settlement options modelled side by side, so a fair split is also a sustainable one.
WHO WE HELP
People who want the analysis, and intend to make the decision themselves.
Self-directed investors
Property investors
SMSF members
Business owners
People receiving an inheritance
Separating couples
Everyday people who want to plan for retirement
Three steps from your current position to
three modelled futures.
A defined, fixed-fee engagement with a clear deliverable
01
Discovery & Data Collection
A data discussion to establish your objectives, position, structures and constraints and the data required to model them accurately.
02
Modelling & Scenario Analysis
Three alternative strategies modelled over 50 years, with stated assumptions, stress testing and comparison across tax, cashflow and estate outcomes.
03
Presentation & Recommendation
A review meeting walking through three 50-year forecasts, the trade-offs between them.
Start the Conversation
Model tomorrow before committing today.
An introductory call to discuss the decision in front of you, what would need to be modelled, and whether strategic modelling is the right next step.
GET IN TOUCH
In a confidential 30-minute phone or video conversation, we work out whether ours is the right team to guide you through this decision.
No paperwork, and no obligation just an honest conversation about where you are and what you are trying to decide.
We will talk through:
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Your current situation
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The decision you are weighing up
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How we work, and who we work alongside
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The next step, if there is one
You are also welcome to call us on 02 9161 1002 to arrange a time.
Our office is located at Suite 104/4 Bridge Street, Sydney NSW 2000 by appointment.
We work alongside families and business owners across Australia, both in person and remotely, providing strategic guidance and modelling while collaborating with their existing lawyer, accountant, and professional advisers.