We take the time to develop a detailed understanding of each client’s individual circumstances, goals, and objectives and care deeply about helping them achieve their goals and objectives while providing them with the highest quality service and guidance.


We are dedicated to serving our clients with integrity and are committed to the following principles:


  • honest, transparent, and open communication

  • highly responsive, professional, first-class service

  • unbiased, expert and timely advice

  • steadfast dedication to our belief that "client’s interests always come first"    


Client Feedback


"Dear James, as always, thank you so much for the patience and advice to extend to us so often! You are our compass.

Thanks for helping us out of our latest brain rush"...........Natalie and Horrie M


"Thanks for all the help you have given us over the years, without this we would not be in the position we are today."..........Dave and Shirley B


"Thank you for all your help in getting us started in our investment adventure!!!"..........Linda and Jason B

"I would like to thank you for your help over the years.

I know that I would never have started a property investment portfolio without your support."..........Jennifer F

"James, we have always been happy with the assistance you've offered and would like to thank you for the support and help you have given us over the last few years."..........Kirsten and Brett W