Brett Cribb and James Marshall are specialised financial advisers who apply knowledge and direct experience of the mining and resources sectors to your financial circumstances. We provide the focused guidance and clear advice needed to implement effective strategies for wealth creation, superannuation/SMSF, estate planning, tax reporting and cash management. This is all part of our overarching ‘Making it Happen’ commitment to you.
We offer a fee-for-service structure that is transparent and designed to provide you with the best possible value for money. We forge confidential relationships with our clients, their closest advisers and our panel of expert professional advisers as required. Importantly, we act as your central coordinator, committed to delivering a truly integrated and inclusive financial plan. We achieve this by collaborating with your accountant, lawyer, banker, lender and other professionals.