Have you ever been faced with a decision where you`re not quite certain which way to go? Now it might not seem too important at the time, but something nags in you that you want to get it right – “but what exactly does right mean?” …You ask your -self.

It could be a job-offer that looks appealing right now, but you know it`s not just about the money. It might be a decision around a vocational choice, that if taken, could have a significant impact on your career. Maybe you`re not sure whether the location that you call home right now is where you really want to remain long-term? Or perhaps you have so many important issues facing you, you don`t know how to go about selecting the most important one, and in what order should the rest be attempted?

Now if you’ve done any higher education the role of a Mentor is probably more easily understood, as the means to keep on track once you begin your research and commence your Thesis. Mentoring in a broader sense simply highlights the relationship between two people – or more as the case may be- where one with experience, knowledge and connections (Mentor) is able to pass on to another (Mentee) what they have learned within a particular field.

The examples highlighted above are some of the many issues that our clients have faced and with whom we have provided a Mentorship role. Whilst we use tools and various other constructs, strangely enough in most cases, the way forward comes from within – we only provide the means as to how to discover it.

Now we would be delighted to invite you personally – or your business -to be part of our Mentorship services, but only for a limited time. If you have an interest in this area, would like to offer any expertise, or believe we could provide value, please contact us or complete the online enquiry.


Affiliate Member -Society of Trust and Estate Practitioners (STEP)
Member – Australasian Institute of Business and Enterprise Facilitators ( AIBEF)

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I was introduced to John in 2016.  Being at an age where I am only a few years away from retirement, I have been very privileged to have met you.  There were things that I never knew about or understood however with all the hard work you have done in the background, it makes it look so easy to understand. 

The wonderful thing is that it has given me a peace of mind with one thing less to worry about-I know that I can always count on you for any advice and point me into the right direction.   Admire your amazing work.

“I went to John about firstly my TTR, in this he was a great help and recently I have been dealing with John to prepare me and my finances for retirement. He did a whiteboard demo and sat and talked with me until I totally understood all I needed to. He is a friendly caring person and great to chat to. I am very pleased with his services and very confident that I will have a wonderful retirement thanks to his advice.”

Previous to accessing the advice of John I had never been to see a financial advisor so I was quite nervous. From the first meeting day my concerns were allayed. John was easy to speak with, explained everything well and he always followed up with plans that we discussed. Also, if a phone call was made to him and he was not available to speak with you at that time he would always call or email you back.
I have been extremely happy with the service and advice he has provided and highly recommend him.


We have used John on many occasions to assist us with our finances & insurance needs, we found John to be very helpful & capable also he was a great help and assurance with advice when having to place our parents in care.



John’s experience and expertise was obvious to me when I met him.  He understood my financial concerns and designed a plan which was greatly beneficial for me financially and with my estate planning. We have regular reviews and he is easily assessable. My only regret is that I didn’t meet him 20 years ago.




I would like to highly recommend John’s estate mentoring service- John is professional and provides an invaluable service. I have known John for 5 years





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