Are your finances REALLY working
as hard as possible?

Our Services

Financial Planning


Business Advice

Estate Planning

Financial Coaching

Risk Insurance

Aged Care



Financial Concierge


Legal Services

Tax Planning



Debt Management


Portfolio Management

Meet Our Team

Team Leader

Director and Financial Planner

The Team

Medical Tax Planning
Associate Financial Planner
Operations Manager
Financial Concierge
Communication Administration
Administration Support
IT and Marketing

What Our Clients Are Saying About Us

  • I thoroughly encourage anyone who is actively looking to make significant financial change in their life to invest one hour in meeting Nicky Stafford and her team. Nicky is not your run of the mill financial planner – she and her team stands out for their client focus and commitment to communication with you, and concern for your financial goals. It is incredibly satisfying to look back on the last two years and see the bigger picture of the financial gains and progress in my attitude and behaviours towards my financial goals. It is also incredibly liberating to know that I have Nicky in my corner and her ‘frank and fearless’ approach is terrific in supporting my financial achievements. As a wealth coach, Nicky challenges, encourages and celebrates with you. It’s a rewarding combination.

    Dr Jennifer Frahm, Director, Jennifer Frahm Collaborations

  • Thank you to Nicky and her team for setting up our finances in a way that makes me feel really confident. I know that everything is in place that needs to be in place, and I know that I couldn’t have done it without them.

    My stress levels are down from what they used to be regarding running our finances, and we can now relax and enjoy the outcomes of everything that we have rather than worrying about how to control them or how to make sure everything is in place.
    Thank god we’ve got Nicky and her team looking after our finances.

    Deborah Wilton

Useful Resources

Client Manuals

We have developed an extensive collection of guide series for clients. They comprise a unique collection of  financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.

Client Newsletter

Our newsletter is published on a monthly basis and designed to keep you up to date with news and important information relevant to accounting, business, investments, superannuation and taxation. Sign up for our newsletter today.

Diary Notes

Our diary notes cover topics relevant to client needs. We address topics such as taxation, superannuation, business issues, financial planning, intergenerational planning, investments and more. Most visitors find these notes highly relevant to their situations.

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Recent Diary Notes