Navigating beyond the numbers

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A clear and certain roadmap for your financial success

We are here to listen and understand what is important to you.

We do this by:

  • Charting your path to financial success with honesty and transparency at all times,
  • Providing you with clarity and certainty when navigating your financial journey, and
  • Ensuring our relationship with you is at the heart of everything that we do.
Ive been very impressed with the service I've received from Atlas Financial over the years. From the moment we began together, James took the time to explain everything in detail, ensuring I understood each step of the process. His expertise is evident, and I felt confident that my financial future was in great hands.The level of customer service from their team is outstanding – always responsive and ready to help with any questions or concerns. I highly recommend Atlas Financial to anyone looking to take control of their financial future. Professional, knowledgeable, and truly caring about their clients’ success!
Sam W.
Sam W.
Worked with Dean to sort out myself and my partners superannuation funds, insurances and business financial planning. Dean was great in gaining an understanding of what our wants and needs were and then tailored our packages to suit. He also provided great advice and recommendations on things my partner and I had not previously considered. Throughout the entire process he was very professional, informative and kept us up to date during each stage of the process, highly recommend working with Dean
nathan R.
nathan R.
I have been working with Dean to assist in making my financial aspirations come together. He has been very helpful throughout this whole process and is regularly touching base to make sure that I am happy with what is going on and understand fully before making any decisions
Joel
Joel
Dean is a very knowledgeable easy to speak with advisor that shows no judgement and really listens to your goals and makes them achievable!
Caz W
Caz W
Since beginning with James, he has never hesitated to go above and beyond, making me feel as though he has genuine interest and care for all my investments. His expertise and enthusiasm gives me complete peace of mind that I'm on track to achieving my long term financial goals. Additionally, James played a crucial role in assisting with starting my first business, giving guidance and providing me with the tools and resources necessary to help ensure I was able to minimise risk and feel confident in my decision to pull the trigger. James has been nothing short of a professional, always willing to take the time to help educate and deepen my understanding on all things finance and markets. I have thoroughly enjoyed our time together and couldn't recommend James enough. I feel confident in his ability to manage and exceed expectations on any of his clients goals.
Andrew C.
Andrew C.
James has been a trusted advisor for over a decade. He is passionate about capital preservation and delivering risk adjusted returns for his clients. My super and investments are in safe hands with James. Additionally, should the worst happen I know that my family will be set for life thanks to the life insurance policy James structured. And finally James also provides access to opportunistic investments to his clients. In my case I got access to a REIT fund that is one of the best performing assets in my portfolio.
Tim M.
Tim M.
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Who we help

Looking to plan for retirement, on your terms?

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You have worked so hard all your life. Now is the time to make it count! We will help you plan for a retirement on your terms, which enables you to live the life that you want to live in retirement.

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Needing guidance in navigating changing family dynamics?

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Nothing stays the same. We can support you through life's ups and downs, whether you are getting married, divorced, dealing with the loss of a loved one, starting a family, or managing an empty nest.

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Looking to scale up and bulletproof your business for the future?

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We strongly believe that what gets measured gets managed! We will partner with you to manage your cashflow and mitigate key person risk in your business. We work with you to develop and implement strategies that will protect you and your business from the impact of unforeseen events, such as the death or disablement of yourself or one of your business partners or shareholders.

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Dealing with big moments in your life?

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Whether you are buying, selling a business, looking to upsize or downsize your home, or about to receive an inheritance, we will put a plan in place to ensure you are well positioned and financially secure for the future.

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Want to build wealth and get ahead?

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Perhaps you are looking to invest in property or investment markets to build your wealth? Let’s face it, everyone is different, with income, tax position and access to generational wealth all playing a role in how to navigate building wealth. We will crunch the numbers for you, and build a financial roadmap to ensure that you are best positioned for the future.

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How we help

Your partner

We take the weight off your shoulders, partnering with you to build a financial roadmap, that keeps you on course, whatever comes your way.

Your partner

Charting the course

We line up your "true north", ensuring that your plan meets your individual needs and stays on course, even when things get rough.

Charting the course

Relieving the burden

We handle the cumbersome and often overwhelming tasks that come with putting the right insurance cover in place.

Relieving the burden

Delivering clear communication

We navigate beyond the numbers, demystifying the process, and keeping you well informed along the way.

Delivering clear communication

Providing expert assistance

We are experts in understanding business risk and provide guidance and peace of mind should the unexpected occur.

Providing expert assistance

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