Helping Clients Over 40
Kick Start Their Retirement Plans
Building a Future by Design not by Default
In Just 20 Minutes Discover
Opportunities and how we can help make it happen.
You're Never Alone
Our Team Has Your Back At Every Step Of The Journey
Kelly Miller
Senior Para Planner & Assistant Strategist
Over 15 years experience
I’m a dedicated professional who takes pride in delivering my best. Outside of work, I enjoy spending time with my horses and exploring new recipes with my Thermomix.
Phillip Scandizzo
Strategic Adviser & Tax Consultant
Over 40 years experience
“The biggest shift comes when you stop fearing your numbers and start using them. Most business owners and potential investors are sitting on way more opportunity than they think – but until they understand what the numbers mean to them, they’ll keep playing small”
At my core, I value family and close friends, drawing strength and motivation from meaningful relationships. Whether guiding clients to success, building connections, or exploring the world, I aim to live a purposeful, adventurous life rooted in integrity.
Angie Scandizzo
Assistant Para Planner & Client Care Manager
Over 2 years experience
I’m passionate about creating a welcoming onboarding experience for clients and bring a friendly, professional approach to every interaction. I’m studying Business (Accounting) at Swinburne, and outside of work I love spending time with friends and trying new international foods.
Real case study:
Husband and wife in their late 40's, both working, earning good money, home worth $1,250,000 with a mortgage of $475,000. Kids a grown up and with only $370,000 in super.
Plan Outcome in 12 months
Own 2 properties worth $1,500,000, one in a self managed super fund and one in their personal name. On track to pay off home loan in just under 5 years and pay off the SMSF Investment loan in 7 years. Wills and EPOA's are in place and their risk strategy is giving them piece of mind.
What Others Are Saying
