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Our team of experts works in harmony to ensure your overall financial goals are at the heart of everything we do.

We help you build wealth in 5 main ways: develop a sound wealth creation strategy; ensure you protect your wealth and your ability to earn an income; maximise your tax-effectiveness; help you source finance and reduce debt; and through an ongoing, proactive relationship.

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Trusted by

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FUEL YOUR FAMILY’S FUTURE + ENJOY LIFE AFTER WORK

We’re With You Every Step To Help You Build Wealth Strategically

Integrated offering

Our Personal Wealth Advisory product suite incorporates financial planning, mortgage broking, taxation, personal insurance and superannuation. We work together to achieve the best overall financial outcome for you.

No hidden surprises

Unlike most other Financial Planners, we do not receive commissions from investment and superannuation providers. We charge on a Fee for Service basis for initial and ongoing advice. (We do receive brokerage from wealth protection providers, which means there is no charge to you).

We’re objective

Unlike most other Financial Planners, we have our own Australian Financial Services License (AFSL) – this means we’re completely objective about the advice we give you. Our finance brokers are not aligned to any products or providers; we find the right finance for your needs.

100% privately owned

We have no financial affiliation with any product or product provider which would influence the selection of a product or provider on your behalf. This ensures we are able to provide objective advice that is tailored to help you achieve your goals.

Ongoing, long term relationships

We have a range of fixed price ongoing service packages that ensure your overall financial strategy keeps pace with your changing needs and lifestyle.

Our focus

Everything we do is focused on one thing: to liberate your lifestyle.

How we help you to build wealth

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Let us help you build a great foundation
to fuel your family’s future

Sort


Your Finances

Foundation

Wealth Creation Fundamentals

Fuel


Your Family’s Future

Wealth Builder

Clarity & Confidence

Maximise


Your Financial Position

Wealth Maximiser

Direction & Action

Prepare


For Life After Work

Consolidation

Security & Surety

Enjoy


Life After Work

Freedom

Lifestyle Options

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I was in financial ruin and turning to Jason was my last chance. I thought there was no way out for me. That meeting changed my life (and my family’s) forever. He is not only the very best in his field; he’s also the very best of people. I’ve no hesitation in saying he’s the best coach I’ve ever had.

David Schwarz, AFL Legend and business owner

The team at The Practice have been great at not only supporting my business’ operations and functions but also in helping me achieve an amazing price when I sold the business. The direction provided by The Practice in accounting, wealth management and finance enabled individual shareholders to achieve their personal financial goals. A full service, holistic solution, and a great job, simply well done.

Conrad Bates, Director, C3 Business Solutions

Why choose The Practice?
We have 5 compelling reasons to share.
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One of our specialists will personally contact you.