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The elephant is a loyal and fearless protector, symbolic of both toughness and love.

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Awards

By better looking after our clients’ interests, we’ve been recognised for our expertise and culture.

2024

  • Winner, Best Places to Work < 100 employees
    WRK +

2023

  • Second, Best Places to Work < 100 employees
    WRK+

2022

  • Winner, Best Places to Work < 100 employees
    WRK+

2021

  • Self-Licensed Firm of the Year Winner
    IFA Excellence Awards

2019

  • Multi Asset Class Winner
    IMAP Managed Account Awards
  • Boutique Agency of the Year Winner
    IFA Excellence Awards
  • IFA Excellence Award - Company Winner
    IFA Excellence Awards
  • Wellness Program of the Year Winner
    IFA Excellence Awards
  • Employer of the Year (SME) Winner
    Women in Finance Awards

2018

  • Multi Asset Class Winner
    IMAP Managed Account Awards
  • Licensee Managed Account Winner
    IMAP Managed Account Awards
  • Great Place to Work - #13, companies < 100
    Best Places to Work Australia
  • Corporate Fundraiser of The Year
    Children's Medical Research Institute

2016

  • Boutique Agency of the Year Winner
    IFA Excellence Awards - 2016
  • Corporate Fundraiser of The Year
    Children's Medical Research Institute

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What to expect

We take the time to really get to know your unique situation.

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Our people

We place a great deal of importance on fostering the very best people.

Meet our people