Vicki O’Connor and the team have over 30 years of experience creating holistic strategies to help your family achieve their financial goals and lifestyle dreams.
We believe that the role of advice is to assist you to live the life that you chose today, and tomorrow.
We are a locally run financial advisory firm.
Our Founder, Vicki O’Connor, has a long history of supporting clients across regional and rural NSW.
Vicki and the team are asset agnostic and we pride ourselves on only offering advice with your best interests at heart.
We look at the entire client and family picture.
Our focus is on you - our clients.
We strive to achieve your “above the line” goals and aspirations, not just “below the line” investments, including the need for structuring, intergenerational solutions and philanthropic aspirations.
We have a unique and personalised approach.
A relationship with your adviser should last many years. We take the time to understand you, explain how we operate and what you should expect.
We have a unique approach for every client and we like to deliver a rewarding experience.
“Vicki has been our guiding light for several years now. Her concern for our personal interests, lifestyle, and financial security is second to none. Our ability to reach team members to answer any queries and guide us through the myriad of financial opportunities is a valued asset in today’s ever-complex world.”
— Ian and Sharon
THE LATEST FROM OUR BLOG
-
![]()
Three Tips To Help You Get Started Investing
-
![]()
How Do I Invest Ethically? (ESG Investing)
-
![]()
Books and Podcasts For Investing Beginners
-
![]()
What I Have Learnt Running A Business
-
![]()
Eight Ways You Can Increase Your Savings Today
