Helping you steward your wealth wisely with practical advice for investing, retirement, insurance, and long-term decisions.
20
+
Years of Experience
300
+
Clients Advised to Date
$100M
+
Assets Under Advice
17
+
Ministries Supported
Security
A Clear Financial Plan for Your Future
You want your investments set up well, your super working the way it should, and a retirement plan that supports the life ahead of you. You care about making wise financial decisions and handling your money with purpose. We help Christians across Australia put a clear structure in place across investing, superannuation, and retirement, so each decision makes sense and builds toward a well-planned future.
Services
Wise Counsel for the Decisions That Matter
Investment Management
Steward what you've been given through disciplined, values-aligned strategies.
Retirement Planning
Plan for a retirement where your needs are met and your generosity can flourish.
Estate Planning
Leave a legacy that reflects your faith, your family, and your values.
Results
A Plan to Finish Well and Leave a Lasting Legacy
Retirement Income
Build reliable income that sustains your life and your giving for the long run.
Supporting Your Family
Care for the people entrusted to you, across every generation.
Time for Family
Get your financial house in order so your attention can go where it belongs.
Health and Well-Being
Maintain your health and independence well into retirement without becoming a burden to those you love.
Legacy Planning
Steward your wealth well to the very end, and pass it on with intention to the people that matter most.
How It Works
A Process Built Around Your Life, Not Just Your Portfolio
Good stewardship starts with an honest look at where you are. From there, we build a plan around your income, investments, tax position, and long-term priorities so we can walk alongside you as your life changes.
Build a plan for investments, tax, income, and protection.
Implementation
Put the strategy in place across accounts and investments.
Ongoing Stewardship
Review and update your plan as needed.
Testimonials
What Our Clients are Saying
"Alex is a straightforward, straight-talking adviser who I believe is trustworthy and who I think has our long-term interests at heart."
Leighton Hunziker
"We've just really appreciated getting to know Alex and his team and what they've been able to bring greater clarity for us in terms of planning for the future and thinking about strategies that will help not only ourselves but our whole family and our financial future."
Campey
“Alex is quite measured in his approach to financial management and has some great experience in financial planning and investing. Taking on board his advice has put us in a really stable place in a volatile time, and I’m certainly very happy that I don’t hold any debt.”
Jimmy Hill
20
+
Years of Experience
300
+
Clients Advised to Date
$100M
+
Assets Under Advice
17
+
Ministries Supported
FREE RESOURCE
Are You Leaving Wealth on the Table?
Download the free guide that shows you how to build wealth, retire well, and honor God with every financial decision.
What makes Christian financial planning different?
Christian financial planning integrates biblical principles with sound financial advice—focusing not just on wealth creation, but on stewardship and aligning money decisions with your faith and values.
Do I have to be a Christian to work with you?
No. While our approach is grounded in Christian principles, we welcome anyone who values ethical, purpose-driven financial advice.
How do you incorporate biblical principles into financial advice?
We draw on teachings around stewardship, investment, generosity, and wisdom to guide decisions—helping you manage money in a way that honours God and serves others.
Is this one-time or ongoing advice?
We provide ongoing advice. Your plan is reviewed and updated over time as your income, investments, and overall financial position change.
What areas do you advise on?
We advise on investments, superannuation, insurance, tax planning, debt management, and long-term retirement planning. We also help implement these decisions and steward them over time, seeking to align each step with wise, faithful management of the resources entrusted to you.
Do you help with giving strategies?
Absolutely. We can help you plan your giving—whether to churches, charities, or missions—in a way that is intentional, sustainable, and (where applicable) tax-effective.
What is your approach to investing?
We focus on long-term, disciplined investing, and where possible incorporate ethical or values-based investment options that align with Christian beliefs.
Faith-based Financial Planning
Steward Your Wealth with a Plan That Works
More income in retirement, less financial stress, and a legacy worth leaving.
