What we do; How we help; When we deliver
We are the finance specialist and financial planner from the solid banking background in the local and international banking industry such as HSBC, Commonwealth bank, Westpac and ANZ Bank.
We are the investment strategist assisting local and foreign investors to find the suitable investment vehicle not just properties but also new or trading businesses.
We are the licensed accountant specialising in manufacturing, transportation and property development industry.
Whether you are looking for the right professionals to assist or if you are finding it difficult to get it right by yourself, give us a call or complete our enquiry form in this website.
We are confident that you are in good hands to provide you comprehensive plan and strategy.
Are You Ready For The Next Wealth Challenge?
Jonathan enjoys in building long term relationships with the clients and related industry bodies to ensure our customers having comprehensive wealth strategies in place.
Jonathan is a member in multi Business Chambers including NSW Business Chamber and MFAA (Mortgage and Finance Association of Australia). He graduated and majored in Finance and Economics.
William is a Licenced Real Estate Agent. Skilled in Negotiation, Projects marketing in new home sales. An experienced sales professional with a Master of Business Administration (MBA) focused in Business/Managerial Economics from University of Newcastle.