Forward-thinking & Personalised Advice

We provide forward thinking, holistic advice and personalised support for every stage of life. Our focus is what’s important to you and developing a dynamic strategy tailored to your unique situation.

Our services help you to:

  • leverage your success to grow your wealth so you can maximise your opportunities and live your life by design, and

Our Approach

Our sole motivation is to deliver the best outcomes for you, at every stage of life. Our team of talented professionals will support you on your journey and project manage your strategy with regular meetings to benchmark your progress along the way.

In our ongoing relationship, we make no assumptions about your life and your changing needs. We do not ‘set and forget’. We work with you to ensure your strategy remains relevant and meaningful.

Our Approach

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