Your dough with purpose

We provide strategic financial advice and planning to help you achieve what’s important to you, whether protecting and building your wealth, become financial free or leaving it to the next generation.

Know Your Dough

Understanding your dough is crucial to your financial success.

As your financial coach, we will review your financial Fitness, what going well, what’s not, where are the risks but more importantly the opportunities. At the end you will have a clearer picture of where you are today, as without this, you can’t get to where you want to go.

Work Your Dough

As your financial coach, we will work with you to craft the financial future you want, whether you are looking to protect, grow, optimise your dough or leave it to your family, we are here to help.

We will develop a plan to Grow Your Dough in a way that has the right amount of spice so you don’t get heartburn or feel dissatisfied like you can after a meal.

How Much Dough

We have worked with the less fortunate to the ultra wealthy, how much is enough is in the eye of the beholder. We will work hard with you to understand this, define and achieve it and optimise it during those later years.

We have worked with many to leave a legacy, whether for your family, for the benefit of the community or a particular purpose.

We are small family team supported by our trusted business partners.
Anthony Sloan

Anthony Sloan

Founder and Principal Financial Adviser

I became a financial adviser to help others. Help them understand what drives them, their values, desires, fears and aspirations and help them live a fulfilling and richer life by making better and more informed financial decisions.

Everyone is different and so is our approach, our advice and our service. That said, our underlying goal remains the same - To help you achieve whats important to you.

Eddie

Retiree

"I have always found Anthony to be very approachable, totally professional and very caring in our business dealings. Anthony makes contact with me often, to ascertain whether I am comfortable with how my retirement investments are prospering. He goes out of his way to ensure that I and my wife are satisfied with the personal service he provides. We are so happy. "

Matthew

Public Servant

"Anthony has made sorting out my financial affairs so easy, something I've just keep putting off for so many years. I was also surprised by how much he has been able to save me by making some small changes in my life. I now have a plan, know what I need to do and know where I am going."

Get in Touch

Ready to take charge of your financial future

Find us at the office

Suite GL01, 60 Marcus Clarke Street Canberra, ACT 2607

Give us a ring

+61 466 438 412 Mon - Fri, 8:00-18:00