See wealth differently
We are a specialist financial planning firm that is here to understand you, guide you and support you throughout your financial journey.
We strive to honour our mission to you so you can have the peace of mind knowing that you are truly being looked after.
- Make Shariah-Compliant and Ethical investing easy, accessible and affordable.
- Always provide genuine, honest and trustworthy advice.
- Deliver true value to improve your financial position.
- Enhance your financial knowledge to help you make more informed financial decisions in life.
Our Values
The foundation of our business is based on these values. They are ingrained in everything we do to ensure you receive high-quality services from the very beginning.
Ethical
We are guided by doing what’s right. We believe in taking an ethical approach throughout all of our operations. From the services you will receive, to the investments we select, and everything in between.
Helpful
We are here to genuinely help you. We aspire to add value and put you in a better financial position by delivering advice that meets your best interests, not ours.
Trustworthy
Trust is key in what we do. We strive to earn your trust through honesty, transparency and always putting your needs first.
Meet the Director
Kaan Doluner - Private Client Adviser I have always wanted to help others. Through financial planning, I am able to make a positive difference to individuals, their families and their generations that follow.
I am truly passionate about utilising Shariah-Compliant and Ethical investing to deliver results without compromising on an individual’s beliefs and values.
I get to form solid relationships with quality people of all faiths who want to improve their finances and make a positive difference through their investments.
Qualifications - Bachelor of Business (Financial Planning) La Trobe University - Bundoora
Islamic Finance Professional Development Course Australian Centre for Islamic Finance (AUSCIF)
Our approach to financial planning
As the saying goes, “Failing to plan is planning to fail”. Having clear structure around your finances can be your key towards true financial success.
Help you achieve your financial goals
We work with you to understand your aspirations. We then develop a personalised financial plan to help you achieve them and provide ongoing support to ensure you remain on track.
Ethical & Shariah-Compliant investments
We utilise our specialist expertise to align your investments with your faith, values whilst also striving for strong performance.
Deliver true value
We are here to genuinely put you in a better position. If you’re not getting true value from our services, then we won’t take you on as a client. Instead, we’ll do our best to point you in the right direction.
Ongoing support
Life changes. When it does, so does your advice needs. It’s important to review your plan, make necessary adjustments and receive ongoing professional support to stay on track towards your financial dreams.
A better tomorrow could start today
Book in your Free No-Obligation 20 minute Introductory Call