James Wortley

I have been a financial adviser over 25 years. I have qualified in Barron's Top 100 financial advisers in Australia in 2020 & 2021.

My goal is for our clients to live their best life. What we do and how we run our business is all about the client experience.

We are an award winning financial advice business with the goal to lead the financial advice industry into a profession. The way we do this is through values advice and fee for service. It is important to understand the values of our clients to determine the best strategies for them to live their best life. Not all strategies are about investments , risk or superannuation. Some times it is the simple things to keep our clients accountable for their goals and aspirations in life. Our fee for service proposition is simple. There is no link to the value of your investments, rather a services structure that is measured by complexity and time. We charge a flat monthly fee which is reviewed every 12 months.

The way we provide advice is innovative and simple. We are the only business in Australia that provides video advice. The advice is clear and concise which is easy for clients to understand.

All our clients know that we provide advice that is always in their best interest!