You're One of the Smart People

You know that you can't just HOPE for a brilliant future...

You have to PLAN for it!

We Can Help.

You're likely here because your accountant told you about us? ​

Welcome. We're glad you came and hope to meet you soon.

Financial planning solutions are best delivered when your accountant and financial planner work together. 


Succession, estate or superannuation planning have tax considerations and are best delivered as part of an integrated plan.


We can help.

Meet Jim Cresnar


What experience does your financial planner have? Jim comes from a large institution background with more than 20 years’ experience.


Jim is passionate about helping his clients to set, achieve and protect their financial goals, and secure the future and financial freedom they desire.


He has a particular interest and expertise in the technical and investment strategies for establishing and managing hard working self-managed super funds (SMSF).