About us

"Julien has repeatedly proven himself to be a brilliant expert to have on your personal wealth management and wealth protection team. He’s knowledgeable, innovative and nothing is too much trouble.

He’s come to my home and helped dig through archive boxes on the hunt for particular documents which other advisers predating my engagement with Julien. And on top of that he’s one the most delightful and emotionally intelligent people that I have come across in 30 years of working in the same industry.

He’s also become a trusted friend and is extremely compassionate and considerate. These personal qualities wrapped around his technical knowledgeable makes for a very winsome combination. He has helped me to feel more secure and confident through these actions.

I recommend anyone would find value in Julien’s advice."

"Julien is delightful to deal with. Apart from being a seriously nice guy, he has helped us to successfully navigate a number of situations with his professional advice, attentiveness and attention to detail, ensuring that we achieved the best outcome.

We have very much enjoyed and benefited from our relationship with him."

"Julian has been such a wonderful person to work with. He makes you feel very valued and important. He is kind efficient, professional and knowledgeable. He makes you feel like you’re the only Customer that matters. He gives you confidence to place all of your most risky assets in his hands.

As people who have used a financial adviser for the first time, it could not have been a better experience. Julian was able to understand our needs and be flexible with his advice.

We felt we could talk to him about anything. Julian‘s name became a common. Term used around our household much like he became part of the family because of the level of trust you needed to have in him to handle all of your financial assets.

We are very saddened that Julian will be leaving. We hope that he is replaced with someone just like him."

"Julien makes us comfortable knowing that he goes above and beyond. He is an absolute gentleman and explains finance to us that we understand.

He is a great communicator, He thinks creatively and helps us with problem solving which elevates our stress. He is always on the ball and thinking in a creative way not to mention his attention to detail.

We love his work ethics and we are so lucky to have him look after our retirement."

"Julien is an expert in his field. He has the ability to explain my finances in a manner I understand. I find him caring while being extremely intelligent and in command of his profession. Apart from the professional aspect, Julien is one of the nicest people you will ever meet."

"Julien is highly recommended He has helped in putting together all aspects of an understandable and sustainable financial plan Always professional, knowledgeable and prepared to go that next step for his client."

"I have been a client of Julien's for circa 5 years. For most of that time, Julien helped manage my Australian finances whilst my family and I were expatriated overseas.

He was always a valuable sounding board, and helped me formulate my financial goals, and ensure that where needed, I got all the correct advice from appropriate experts in his organisation.

He was also invaluable when we relocated back to Australia, making a complex process relatively straightforward. This included helping manage the financial request processes of buying a family home, and resetting my financial goals and priorities.

I have been incredibly impressed with Julien's attention to detail and follow up, and would highly recommend Julien to anyone looking for a talented Financial Adviser."

"I have always found Julien very approachable and willing to listen and advise when I read something in the media that I am not sure about - he never talks down to me or talks in jargon that I don't understand , his pitch is good for me.

Julien has always returned my calls promptly and provided valuable assistance when I sold my property, I now live in Queensland and would not think of changing my adviser."

"My husband & I have trusted our superannuation fund to be in Julian’s hands for many many years now with successful financial results in good times & in bad.

Julian is always there when we have concerns & we are immediately put at ease with his clear & precise understanding of our fund & its growth.

We have recommended Julian to family & friends & all feel the same way, he always makes time for each & every client as individuals, which is very rare in the world we now live in!

We consider Julian as a true & trusted friend. David & myself are very sad Julian is leaving us but he is young & has a fabulous future ahead of him & we wish him every success in his career & his upcoming marriage.

Cheryl & David Gilmour."

"Julien possesses excellent communication skills. He’s approachable; easy to speak with; always listens; has empathy; one doesn’t feel intimidated; he presents his advice in a clear, easy to digest manner.

I feel very confident with Julien and believe he always does his best for his clients. He appears very knowledgeable in his field. I wouldn’t hesitate to recommend him."

Under 35 years, Rouse Hill, NSW

"Naz has been a colleague of mine for 3 and a half years. I have seen his unwavering dedication & integrity from a client facing perspective but also from behind closed doors.

The consistency Naz keeps no matter what the situation brings is what brought me to approach Naz to help me with my small business. Since meeting Naz, he has brought approaches to the table which I have implemented and taken on board to not only understand my competition but to also better appeal to my target audience.

The growth my business has and the professionalism that Naz brings peaked the interest in my parents financial situation and since recommending Naz to them they are in a financial position they never thought possible - as a young adult looking at what Naz has achieved for my parents it has made me think about my future and how I can better set myself up and my business up for the future.

While Naz's specialize in financial advise his out of the box thinking has helped me market my First Aid business while saving me cash."

56-65 years, Castle Hill, NSW

"Over the past 4 years, Naz has shared valuable and strategic advice based on my individual needs. This enables me to plan for the future knowing I can be happy and secure.

He brings knowledge and understanding whilst really getting to know his clients. He accessed our risk tolerance and invests accordingly. I have entrusted my super and investments to Naz and enjoy watching them grow."

35-45 years, Meroo Meadow, NSW

"Naz has been advising us for a couple of years now. He has provided clear guidance around investing and setting ourselves up for the future we want and guiding us to keep our investing on track ensuring we achieve our goals. He has been contactable on every system we have needed, when we have needed it.

He reaches out often enough to ensure we know he cares, without being invasive. A fantastic person who is often more of a life coach than a financial adviser for us! We always look forward to our meetings with him."

35-45 years, Albert Park, VIC

"I was put in touch with Naz in 2018 after struggling to get my finances in order and after a few meetings and a deep dive into my spending habits we started on a journey that is still going today.

It started with a review of spending habits that resulted in some clever budget ideas that slowly increased my monthly contribution to savings. Once we got this on track we moved the savings to an investment portfolio. Only a few years later we had put aside enough money for a house deposit, an engagement ring and a wedding whilst keeping our lifestyle and even getting a few overseas holidays in.

Naz always responds to our queries no matter how large or small and always has time to catch up and regularly checks in on us to see if we are on the right path or if we require further assistance. Thanks for all your help Naz"

46-55 years, Kellyville, NSW

"Choosing a trusted and knowledgeable financial adviser is one of the most important financial decisions you'll make. This is why we can’t recommend Naz more.

Thank you for being an incredible adviser and an incredible listener. You constantly help us put things into perspective and prepare us for great things as we move into the future. Naz and his team always take a proactive approach, never panic but rather invoke confidence and trust.

Naz from the very beginning took a holistic view of our situation, developed, and helped implement a clear strategy. He would communicate regularly, and is always available for a quick chat, catch up or more detailed meeting.

He is passionate about what he does, however, more importantly he listens to what you want and works with you to achieve it. Your interests, needs and wants is what Naz aims to achieve and what he has delivered for us. Thanks heaps. Bill and Marcela"