Our Origins

The practice founder, Jason Smith, has been helping Australians, just like you, as an adviser since 1998. Relocation for children to grow up closer to family provided the opportunity to build a financial advice practice from a clean sheet in 2015, eliminating conflicts of interest and using the latest technology to deliver quality advice to more people, more cost effectively. It enabled the creation of a financial advice and coaching practice that better serves the needs of Australians and their families.

We're Different!

  • Conflicts of interest are eliminated, so that your adviser sits beside you, not opposite you, in charting a course forward
  • You have more choice in how you engage with an adviser, so you can choose what we help you with and when
  • Clients interests and needs are at the centre of the advice process, not the adviser’s compliance obligations
  • Clients are better informed and empowered to do as much as they want themselves, not kept in the dark with the adviser taking control; and
  • Technology is better harnessed to drive efficiencies and keep advice affordable

    • Practice Founder

    Jason Smith is a Certified Financial Planner (CFP) member of the Financial Advice Association Australia (FAAA) (formerly The Financial Planning Association (FPA)), with a Bachelor of Business (Accounting), Graduate Diploma in Financial Planning and Graduate Diploma of Applied Finance and Investment (Investment Management). Jason was also a Founding Member of The Profession of Independent Financial Advisers (PIFA) (formerly The Independent Financial Advisers Association of Australia (IFAAA)), so you can be confident you are receiving advice from someone experienced and knowledgeable that is also truly independent.

    Certified Financial Planner - Think Independent

    B1G1

    In 2007, a group of small-business owners had an idea. They asked, “What would happen if we all gave back just by doing the things we do every day?” It was a question that deeply inspired them.

    Three years and a great undertaking later, they were able to design the systems and processes necessary to make it work, and their dream is now a reality. The initiative was originally called Buy 1 Give 1, backed by the idea that companies would make a giving impact with each designated business transaction. Today, the B1G1 initiative has more than 2,100 businesses from around the world—each making significant impacts every day.

    B1G1 is a social enterprise and non-profit organization with a mission to create a world full of giving. Unlike conventional giving models, B1G1 ( www.b1g1.com )helps small- and medium-sized businesses achieve more social impact by embedding giving activities into everyday business operations and creating unique giving stories. Every business transaction (and as a result, the business’ day-to-day activity) can impact lives for as little as just one cent.

    B1G1

    Think Independent & B1G1

    In 2016 I attended a seminar where Paul Dunn, Chairman of B1G1, presented. It was a good reminder of how lucky we are to live in such a blessed country and of how easy it is to help those not so fortunate. It was also a reminder of how easy it is to do nothing, as this wasn’t the first time I had seen Paul present. 5+ years earlier I had listened to Paul, supported wholeheartedly what Buy 1 Give 1, as they were known at the time, were doing and yet became caught up in everyday life and did not incorporate giving into the business. Since 2016 we have and our giving and support for B1G1 is ongoing.

    Why? Because we can and believe we should. It was also important for us to illustrate how giving doesn’t have to be large to have a large impact. It also feels really good.

    Our giving is not a large percentage of revenue. This is deliberate, as the aim is not to gift your money, but to gift from our money. One of our guiding principles is to keep quality advice affordable and we don’t inflate our pricing to fund our gifting.

    Every time we assist an Australian household to improve their lives we also look to improve the lives of a family or community somewhere in the world. The focus of our giving is on the very basics required for life, water, food and sanitation. The things we take for granted and without which we would have nothing.