About Us

Our Mission

Use up-to-date technology to reach more people who are looking for
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  • Financial Freedom: Choices
  • Business Choices
  • Money Choices

 

Every person can choose to live free of worry.

It is a choice!

Professional, Ethical, Caring

After 14 years of running our offices in Dromana, Queen Street, Melbourne, and the Main Street of Mornington, we decided to bring our office home to Mt Eliza. We run our business in a home environment, in winter we have a wood fire, and there is always a ‘cuppa’ ready.

Through the years we have found that this warm, friendly approach suits the way we work and suits our clients.

The business has been running since April 1986. We work with Financial Planning and taxation situations.

Technology with its ever expanding possibilities has allowed us to provide services to you where ever you are in the world. We can talk to each other as if you were sitting right here. We were talking with people in Poland the other day; it is phenomenal what is achievable, we were able to exchange ideas and actually see each other.

To get a feel for whether or not we can be of service to you, it is worthwhile to look at the testimonials. Here you get to see the results.

When you have made the decision check the How do we help? area, click on each section and see the process unfold.

We guide you towards the tools you will need and information you need to make the right decisions for your business and yourself. Help you become aware of issues that are holding you back from reaching your full potential.

We assist by:

  • Asking the questions to unveil you most important goal
  • Opening the possibilities
  • Building the path to your success.

We provide:

  • Taxation
  • Financial Planning
  • Record Keeping
  • Mentoring
  • Cash Flow Analysis

 

Find out more

Who We Are

Irena Butler, the principal, is an authorised representative of Madison Financial Group Pty Ltd. AFSL No 246679. Irena has been in the financial planning industry since 1985. Irena then developed the taxation and business parts of the business. Irena is a member of the FPA, the Financial Planning Association and holds the qualification and designation CFP, Certified Financial Planner.

Irena has written a self help book for people wanting to go into business called ‘Going Into Business’ and also developed a system for recording and maintaining records. Irena is a speaker and has, and is, enjoying, many engagements.

Olivia Wolfe has been associated with the business for since 1995 and brings great knowledge and a fresh young approach to the business. Olivia has completed her Financial Planning studies and is currently completing further studies.