Cooee is the Australian bush call that is used when searching for someone who is lost. Being out there on your own, feeling lost and not knowing which path to take can be scary. We know the way, and that’s why we call out to people like you, to help them find their way.
We are your Wealth Partners and we are here to partner with you to create the life, and the future, that you deserve.
What Is Our Point Of Difference
Fee based only
Privately owned and not controlled by a bank
How We Help You
Bring order to your financial life, by assisting you in getting your financial house in order.
Follow through on financial commitments, by working with you to prioritise goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Bring insight from the outside to help you avoid emotionally driven decisions in important money matters.
Anticipate your life transitions and be financially prepared for them.
Explore what specific knowledge will be needed to succeed in your situation.
Achieve the best life possible and work in concert with you, to make this possible.
A Wealth of Information
Select from our collection of free financial education eBooks