Your journey starts here:

INVEST A FEW MINUTES NOW TO RECEIVE ACCESS TO FREE AND USER FRIENDLY SELF-HELP FORMS TO EXPLORE CLARITY AND REASSESS YOUR FUTURE JOURNEY.

TO BEGIN PLEASE ANSWER THE FOLLOWING QUESTIONS:

Family time is important to me


Managing my finances effectively is important


Finding time to focus on personal financial life goals is difficult


Supervision and coordination of all my professional advice needs would help me


Lack of transparency and trust of advisers worries me



Please note that we do not keep any of your answers in our system

Questionnaire Result

Your score suggests you may not be ready now to consider the need for help with your personal affairs.

Should your circumstances change, please contact us for a free and confidential consultation.

There are key areas of your life you cannot delegate, such as all aspects of Physical, Health, Relationships and Career.

Every month, we release an e-newsletter that focuses on these four important areas of life.

This informative publication may be of interest to you and your family.

We invite you now to complete the invitation below to subscribe to our free monthly e-newsletter.

You will also receive the self-help forms for you to explore more to be known about yourself.

Questionnaire Result


 
 

Getting the Best Outcome

When was the last time you attended a round-table meeting with your advice team comprising your accountant, banker, financial planner, insurance broker, investment adviser, and property manager? 

Probably never!

A Team of Subject Matter Experts is required because no one individual or profession is 'the font of all wisdom'.

Wisdom is knowing what to do, and doing it.

The best outcome is achieved by effective coordination of your specialist advisor team.

Key criteria for 'best-in-class' subject matter experts include

  • Quality of work as assessed by previous experience and evidence

  • Professional qualification, credentials and compliance.

  • Flat dollar 'fee-for-service' and no conflict of interests.

  • Supporting the concept of a collegiate and holistic advice service.

  • A relationship agreement protecting your best interests.

The Team

Murray McLean

Client Advocate

For over 30 years Murray McLean has earned the respect of hundreds of clients through enabling them to recognise and make informed decisions to achieve their desired outcomes.

His qualifications, skills, and experience underpin his Team’s unique service for all Values-inspired Advocacy clients.

As their advocate, Murray oversees a holistic approach to supervising each client’s legal, financial, accounting and wealth creation requirements.

 


Maria Karakasis

Administrative Manager

Maria has acquired over 15 years of administrative experiences in financial services, starting in the field of insurance and transitioning to the finance sector. In various roles Maria has looked after portfolios of advisers and managed clients, developed strong relationships with both parties while delivering client focused services.

Maria holds a BA (Hons.).

 

Kevin Doyle

Director of Client Services

With over 25 years international experience helping businesses develop client focused services, Kevin assists our Team to deliver better outcomes. 

Kevin is a Fellow Member of the Australian Marketing Institute, Associate Member Governance Institute of Australia, and Tax Agent (Retired).