A financial planning approach built around real life.
Let’s start with what matters to you.
A conversation about where you are, where you want to go, and how your wealth can support the life you’re building.
The first step is simply a conversation.
We’ll take the time to understand your circumstances, priorities and what you’re looking to achieve, without jumping straight into recommendations or solutions.
Whether you’re navigating a significant career change, building wealth, preparing for life beyond work, or simply looking for greater clarity around your financial future, we can explore where thoughtful financial planning may fit.
Book a time that suits you and let’s start the conversation.
"Our job is simply to make sure your bucket never runs dry and that you spend your life actually living it, not just protecting it."
Peter Jacob, Founder, Alphington Private Wealth
Our Approach
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A short Teams call to understand your situation and make sure we're the right fit for each other. We only work with professionals and executives with complex financial lives - so this is as much about you assessing us as the other way around.
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Peter and Jodi work with you for 90 minutes to two hours - mapping your assets, income, liabilities, and life goals onto your Lifestyle Model. What does the overseas trip actually cost? When do the kids finish private school? What does retirement look like for you, not in a brochure? We build a real picture, with your real numbers.
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Here's where The Lifestyle Model™ earns its value. Want to send four children to a top private school? Let's run it. Thinking of selling an investment property? We'll show you the impact. Considering downsizing in your 70s? We can model it right now. Every choice becomes a clear decision - not a guess.
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Your Lifestyle Model™ isn't a document we file away. It's a living tool - updated as your life changes, revisited when decisions need to be made, and used every time you come to us with a new question. Think of it as your financial source of truth, held jointly between you and us.
Our investment approach.
High income doesn't automatically mean financial clarity. Complex portfolios, competing demands, and the constant noise of markets can quietly erode even a strong financial position - particularly without a clear, disciplined framework underneath it all.
That framework is what our investment approach provides. It sits at the core of everything we do, and it's built on evidence rather than instinct.
Every holding in your portfolio is deliberate. Every asset class is assessed and reviewed against academic research and current market conditions - not recent headlines or whatever happened to perform well last year. We know what we hold, why we hold it, and equally, what we've chosen to leave out and why.
Crucially, this approach doesn't exist in isolation. It's anchored to your Lifestyle Model, which means investment decisions are always connected back to what your money actually needs to achieve - the return required, the time frames that matter, and the level of risk that's right for your situation.
Some clients want to understand every layer of how we invest. Others simply want confidence that the process is rigorous and the decisions are sound. Either way, the standard doesn't change.