Own Your
Future
Melbourne | Sydney
Full-service financial solutions
Working with you to get financially fit, grown your wealth and pay down debt faster so you can live the life you want without worrying about money. Own your future with strategic advice from a team of award-winning financial planners, mortgage brokers and accountants.
WE’LL HELP YOU WITH YOUR FINANCIAL PLANNING AND WEALTH CREATION STRATEGY
Hi there - thanks for visiting us. We’re here to give you clarity on what’s going on in your financial situation, and what you need to do from now with your money to make sure you can live the lifestyle you deserve.
If you’re still wondering if you should engage with a financial adviser now (as opposed to later down the line), watch this video from our director Billy Amiridis.
He’ll help you get clarity on that question.
We work with you – whether you’re a business owner or an employee – to create a financial plan that removes all doubt that you’re doing the right thing with your money. It’ll get you excited about the things you’ll do in the future because you’ll have a financial plan to support it.
We’ll help you at all the important milestones:
- When you want to level-up as an investor and you’ve got surplus cash to dedicate to an investment strategy
- When you’re starting a family or putting intergenerational wealth plans in place
- When you’re buying a house for the first time
- When you’re looking to create a strategy for building wealth through property investment
- When you’re making key decisions in your business and the finances matter
- When you’re ready to write your will
- When you’re focusing on your retirement plan
- And many more.
The ultimate aim is to minimise debt and taxes and create wealth over time through passive income. Ultimately, with a clear, focused financial strategy in place, we’ll free up your time so you can focus on what means the most to you.
Are you ready to get the ball rolling?
CLIENT TESTIMONIALS
Don't Just Take Our Word For It...
LISTEN AND LEARN ABOUT
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NO. 1 FINANCIAL LISTENING RESOURCE
Welcome to the 360 Money Matters podcast where Financial Planners, Billy Amiridis and Andrew Nicolaou talk all things Financial Planning. This podcast aims to increase your knowledge and confidence with all thing’s money. Each week we will cover topics such as investing, cashflow and budgeting, saving, passive income, debt management, and much more so you can live life on your terms without limits.
Giving Back
As a part of our corporate social responsibility, we proudly support three organisations and the invaluable contributions they make to each of their beautiful communities.
Own
Your
Future
Award Winning
Financial Strategists
