Led by Ben Hackett and Sam Wales, our team delivers tailored, high-impact financial advice to individuals, families, and business owners seeking long-term wealth creation. We specialise in strategic investment planning, direct asset solutions, and intergenerational wealth management. With deep expertise and a client-first approach, we build enduring partnerships grounded in trust, transparency, and performance. Our clients include some of Australia’s most successful entrepreneurs, professionals, and primary producers. We are committed to helping you secure your financial future with clarity, confidence, and control.
A collective approach
Benjamin Hackett
Sam Wales
About the team
Ben Hackett and Sam Wales bring over a decade of combined experience in strategic financial advice and investment management. Ben specialises in long-term wealth planning, unlisted investments, and intergenerational strategy, with a practical approach shaped by his work with both urban professionals and rural families. Sam focuses on direct investment strategies, portfolio construction, and income generation through listed markets and options. Together, we deliver tailored solutions that help clients grow, protect, and transfer wealth. Our passion lies in building enduring relationships and empowering clients to make confident financial decisions at every stage of life.
Areas of Expertise
Together we deliver independent, strategic advice to protect and grow wealth across generations. With deep expertise, personal accountability, and a client-first mindset, we provide tailored investment solutions that align with your values, optimise outcomes, and empower long-term financial confidence.
- Strategic Wealth Planning – Long-term financial strategies tailored to individual goals and life stages
- Direct Investment Advice – Specialised in ASX-listed securities, portfolio construction, and yield focused strategies
- Unlisted & Private Market Access – Origination and management of exclusive investment opportunities
- Intergenerational Wealth Transfer – Navigating family dynamics and succession planning across generations
- Superannuation & Retirement Strategy – Maximising tax-free income streams and estate planning
- Options & Risk Management – Income generation and portfolio protection using covered call and hedging strategies
Our Values

Office
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Quality Advice for Now and the Future
Our advisers have the experience to navigate the complexities of financial markets. Investment vehicles and economic trends, so they can tailor a strategy unique to you.

Team of Qualified Experts

Deep Research and Knowledge

Clarity and Certainty

Tailored Solutions

Partners who listen, then act
