Our Origins

The practice founder, Jason Smith, has been helping Australians, just like you, as an adviser since 1998. Relocation for children to grow up closer to family provided the opportunity to build a financial advice practice from a clean sheet in 2015, eliminating conflicts of interest and using the latest technology to deliver quality advice to more people, more cost effectively. It enabled the creation of a financial advice and coaching practice that better serves the needs of Australians and their families.

We're Different!

  • Conflicts of interest are eliminated, so that your adviser sits beside you, not opposite you, in charting a course forward
  • You have more choice in how you engage with an adviser, so you can choose what we help you with and when
  • Clients interests and needs are at the centre of the advice process, not the adviser’s compliance obligations
  • Clients are better informed and empowered to do as much as they want themselves, not kept in the dark with the adviser taking control; and
  • Technology is better harnessed to drive efficiencies and keep advice affordable
  • Practice Founder

    Jason Smith is a Certified Financial Planner (CFP) member of the Financial Planning Association of Australia (FPA) and Fellow of the Financial Services Institute of Australasia (Finsia), with a Bachelor of Business (Accounting), Graduate Diploma in Financial Planning and Graduate Diploma of Applied Finance and Investment (Investment Management). Jason is also a Practising Member of The Independent Financial Advisers Association of Australia (IFAAA). All advice is provided by a CFP that is also a Practising Member of IFAAA, so you can be confident you are receiving advice from someone experienced and knowledgeable that is also truly independent.
    Certified Financial Planner Warrnambool | IFAAA Independence | Think Independent

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