Empowering Your Financial Future
Trusted by Australians for over three decades to navigate markets, build wealth, and secure retirement goals.
Comprehensive Financial Services
Our advisory pillars are built on rigorous research, data-driven insights, and an unwavering commitment to client success.
Investment Advisory
Tailored portfolios spanning equities, fixed income, and alternatives—powered by global macro research and disciplined risk controls.
Wealth Management
Integrated tax, estate planning, and inter-generational strategies to protect and grow hard-earned wealth for decades to come.
Superannuation Consulting
Fund comparisons, consolidation roadmaps, and SMSF setup support designed to maximise retirement outcomes.
Corporate Finance
Capital raising, M&A advisory, and treasury optimisation for scale-up and mid-market enterprises.
Our 5-Step Advisory Process
A transparent methodology that puts your financial objectives at the centre of every decision.
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01
Discovery
We analyse goals, risk appetite, and existing holdings through a collaborative workshop.
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02
Strategy Design
Multiple scenarios modelled with proprietary Monte Carlo simulations to stress-test outcomes.
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03
Implementation
Execution via institutional trading desks and tier-one custodians ensures best-price fills.
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04
Monitoring
24/7 surveillance with quarterly in-person reviews keeps strategies aligned to life changes.
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05
Optimisation
Annual tax-loss harvesting and tactical tilts refine performance and reduce drag.
Client Success Stories
Real people. Real results. Hear how we’ve helped Australians from all walks of life.
Sarah Thompson
Entrepreneur
“Southern Cross grew our family portfolio by 28 % while actually lowering market volatility. We sleep better at night.”
Michael Lee
HR Director · TechWave Pty Ltd
“Their tax-efficient super strategy has set our team up for dignified retirements and saved the business thousands in admin costs.”
Priya Patel
CEO · GreenGrid Energy
“Expert guidance during our Series B funding round was invaluable—especially the valuation defence materials.”
Jasmine Nguyen
Medical Specialist
“From SMSF establishment to quarterly reviews, the team makes the complex feel refreshingly simple.”
Lachlan Smith
Retired Engineer
“Their retirement income modelling helped my wife and me confidently plan a lap around Australia.”
Amelia Harris
Not-for-Profit Treasurer
“Our organisation’s reserve fund now earns higher returns without compromising ethical mandates.”
Responsible Investing & ESG
- 100 % ESG screening integrated into every research workflow
- Carbon-neutral office operations since 2021
- Active member of the Responsible Investment Association Australasia (RIAA)
- Quarterly impact reports delivered to all clients
Meet Our Experts
Our leadership brings decades of combined market experience and a passion for client advocacy.
Jack Elliot
Chief Executive Officer
30+ years in global markets, previously a lead strategist at Macquarie Group.
LinkedIn ›
Olivia Nguyen, CFA
Chief Investment Officer
ESG and quantitative modelling specialist, ex-UBS Asset Management.
LinkedIn ›
Ethan Brown
Chief Financial Officer
CPA with deep expertise in tax structuring, governance, and compliance frameworks.
LinkedIn ›Knowledge Hub
Stay informed with our latest research and thought leadership.
Get In Touch
Tell us a little about yourself and one of our advisers will be in touch within one business day.
Sydney Office
Suite 12, 58 George Street, Sydney NSW 2000, Australia
Phone: +61 2 9123 4567
Email: info@
Business Hours: Mon–Fri 8:30 am – 5:30 pm AEST
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