Your equity could change your life. Let’s make sure it does.
Specialist financial planning for tech professionals and couples with share-based pay — RSUs, options, and ESPP turned into real, diversified wealth. Australia-wide.
A no-obligation strategy session built around your share-based compensation. No jargon, no sales pitch.
IFA EXCELLENCE AWARDS
FINALIST 2021
FINANCIAL PLANNING ASSOCIATION
WINNER 2021
IFA EXCELLENCE AWARDS
FINALIST 2021
FINANCIAL STANDARD
2022
FINANCIAL STANDARD
2023 & 2024
ACTIVAM IMPACT AWARDS
FINALIST 2025
What We Help With
Managing Concentration Risk
When most of your wealth sits in one company’s stock, your financial future is riding on a single bet. We help you decide how much to hold, how much to diversify, and when — without leaving the upside on the table.
Equity & Tax Strategy
RSUs, options, and ESPP are each taxed differently, and timing matters more than most people realise. We help you understand what you hold, what it’ll cost you, and how to plan around it.
Liquidity Events
An IPO, acquisition, or major vesting cliff can change everything overnight. We help you prepare before it happens, so a windfall becomes lasting wealth instead of a missed opportunity.
How it works – three simple steps
Our Qualifications
DANIEL THOMPSON
- Masters in Applied Finance (Specialising in Financial Planning)
- Bachelors in Economics & Commerce
- Advanced Diploma in Financial Planning
- National Chair of the FAAA Gen Next Committee
What you’ll walk away with
A plan you can actually follow
No more guessing. You’ll have a clear financial roadmap that shows exactly where you are, where you’re heading, and the very next step to take — so every decision moves you forward instead of adding to the pile.
Clarity and confidence with every decision
Money stops being a source of stress and starts being something you feel on top of. You’ll understand what you’re doing and why, with an expert in your corner — so you can make big calls (and sleep at night) knowing the right plans and protection are in place.
Real, lasting growth
This is where it compounds. We’ll help you keep more of your income, put your savings, super & investments to work, and build toward the big goals — the home, the freedom, the future — so your hard work actually builds something that lasts.