Retirement Planning

For over 20 years we have helped people live the lifestyle of their choice financially secure in retirement.

Wealth Creation Strategies

With our simple 5 step process we develop a personalised wealth creation plan to secure your financial future.

Family Protection

We create a personalised plan which guarantees your families security in the event of death or disability.

Property & Business Finance

Whether it is your 1st home or an investment property we can help you arrange finance and get the best deal for you.

Tax Effective Strategies

We can help you develop a tax effective strategy which will help optimise your wealth creation strategies.

Zev has guided my financial affairs for many many years. His good advice, especially during the GFC, has meant we are now in a good position to retire comfortably when we choose.

We trust Zev will keep guiding us for many more years.

Paul and Leanne

O & M have been a great help for a long time. I have always found them very professional and importantly have always explained things in a clear way which I can understand. I look forward to receiving their ongoing advice.


Ron’s advice to take Trauma Insurance, which we had never actually heard of, has proven a saviour!

When John had his heart attack the money he received made a huge difference and took away all money worries at the time.  I really think it helped John recover more quickly.

John & Denise

I am very pleased to have been asked to provide a reference for Zev &  Ron

They have been advising me for several years and the thing I like best is their personal approach.  Nothing is ever a problem for them and importantly they don’t make promises they can’t keep.

In more recent times I have also found Vinay very helpful and knowledgeable.


Ron and his team have been great in getting our finances in order. They handle all the paperwork and that takes away all the hassle.

Importantly they give us regular feedback and chase us up when needed.  This ensure things happen which wouldn’t be the case if left to our own devises.

Bill & Mary