Professional & Career Driven

Whether you’re a business professional, corporate executive or business owner, balancing the competing priorities in your life can be a challenge.

Work and business pressures often consume your daily focus and your personal financial affairs can get away on you. We can help you to keep your financial house in order, leverage your success to grow your wealth in line with your risk profile, put in place to right level of protection to cater for the unexpected, and work with you to articulate and create your legacy and estate plan.

Our expertise is in tailoring strategies, project managing outcomes and liaising with your other professional advisers to deliver integrated and synchronised solutions. This allows you to get on with the more enjoyable and meaningful areas of your life.

What our clients say about us

We were introduced to Murray Wilkinson and his team by a close friend quite a few years ago and it has been absolutely the best thing we have ever done. Over the years we have reached all our goals in life and had the support of Murray as a mentor and friend.   As life for me has changed dramatically since the death of my husband, my respect for Murray knows no bounds. I felt very secure and confident in my life and appreciate the help and encouragement I always receive when we meet. Murray now helps other family members.

Individual Brisbane, QLD

We have been with Murray Wilkinson for more than 20 years. In this time we have paid off our home, improved our lifestyle with many overseas holidays, purchased cars, etc and assisted our family, all the while building our wealth and planning for our retirement so we can be independent and secure. Murray and his team have always been helpful and understanding of our changing situation. We successfully survived the GFC in a great position for growth. We look forward to a continued relationship for many more years.

Small Business OwnerSunshine Coast, QLD

We love the ‘cradle to the grave’ type approach to our finances that is flexible and realistic, thus being able to achieve realistic goals.  The service, advice, and obvious caring attitude is second to none and we feel that Murray and his team have our best interests at heart. To the extent that we are more then happy to refer friends and associates without question.

Business ExecutiveBrisbane, QLD

We have just completed our first full year under the guidance given to us by Murray Wilkinson and his team.  We can honestly say this move is possibly the best thing we have done in regard to our financial future.  We feel totally comfortable now, having just completed our review, that our financial future is on a sound basis.   We find Murray and his team exceptional in delivering and extremely professional and personal approach. 

CoupleToowoomba, QLD