You've worked hard for your money. Now let's make your money work hard for you
Helping high-earning professionals build real wealth, protect their family, and stop leaving money on the table.
Ready to make your money work as hard as you do?
You've worked hard for your money. Now let's make your money work hard for you
Helping high-earning professionals build real wealth, protect their family, and stop leaving money on the table.
Ready to make your money work as hard as you do?
Who this is for
Built for people who are great at their careers - and ready to be great with their money too.
Our clients are professionals in their 30s to early 50s. They earn well, they're smart, and they've done reasonably well financially just by showing up. But they know there's a gap between where they are and where they could be - and they want someone to help close it.
Based in Sydney. Advice delivered across Australia. Most client meetings are via video - flexible for busy schedules.
You have assets, but no real strategy
A mortgage, maybe some super, perhaps a share portfolio you started and haven't looked at in a while. The pieces exist - they're just not working together.
You're time-poor and decision-fatigued
Your career demands a lot. The idea of researching investment strategies or comparing super funds on a Sunday is genuinely unappealing. You'd rather delegate this to someone you trust.
You have people depending on you
A partner, kids, maybe ageing parents. Getting your finances right isn't just about you - it's about making sure the people you love are taken care of no matter what.
You have assets, but no real strategy
A mortgage, maybe some super, perhaps a share portfolio you started and haven't looked at in a while. The pieces exist - they're just not working together.
You're time-poor and decision-fatigued
Your career demands a lot. The idea of researching investment strategies or comparing super funds on a Sunday is genuinely unappealing. You'd rather delegate this to someone you trust.
You have people depending on you
A partner, kids, maybe ageing parents. Getting your finances right isn't just about you - it's about making sure the people you love are taken care of no matter what.
Ready to make your money work as hard as you do?
The Approach
We don't chase trends, time markets, or recommend anything we wouldn't do ourselves. Our approach is built on three fundamentals that have stood the test of time
1. Protect
Your most valuable financial asset isn't your super or your property - it's your ability to earn. We start by making sure that if something happened to you tomorrow, your family's financial life wouldn't fall apart. Insurance that actually works. Structures that hold.
2. Grow
Not the latest trend, or #hashtag. Proven, tax-effective investment strategies using super, property, and diversified portfolios - kept simple, reviewed regularly, and built around your life, not a generic template.
3. Transfer
A great financial plan doesn't just end when you do. We make sure your assets pass to the people you love - efficiently, intentionally, and without unnecessary complication or tax.
Hi! I'm Mankit
When I was two and a half, my parents and I moved from Hong Kong to Australia. They worked incredibly hard. What they didn't have was financial knowledge - and I watched that gap cost them.
I did what a lot of kids from immigrant families do: studied hard, selective school, university, six-figure corporate job. Then I started noticing that some people around me weren't just earning well - they were building something. Quietly. Without drama or high-risk bets.
I got obsessed with understanding the difference. It turned out to be unglamorous: superannuation optimisation, tax strategies, fee reduction, smart gearing. The boring stuff. The stuff that actually works.
I implemented it in my own life. I built a financial foundation that means if I fell off the perch tomorrow, my wife Elise and our three kids would be genuinely okay. That's not a boast - it's the standard I hold my client advice to.
Today I run Tandem Financial from Sydney, working with a small number of clients who want exactly that: a trusted partner, keeps things clear, and is in it for the long run.
Hi! I'm Mankit
When I was two and a half, my parents and I moved from Hong Kong to Australia. They worked incredibly hard. What they didn't have was financial knowledge - and I watched that gap cost them.
I did what a lot of kids from immigrant families do: studied hard, selective school, university, six-figure corporate job. Then I started noticing that some people around me weren't just earning well - they were building something. Quietly. Without drama or high-risk bets.
I got obsessed with understanding the difference. It turned out to be unglamorous: superannuation optimisation, tax strategies, fee reduction, smart gearing. The boring stuff. The stuff that actually works.
I implemented it in my own life. I built a financial foundation that means if I fell off the perch tomorrow, my wife Elise and our three kids would be genuinely okay. That's not a boast - it's the standard I hold my client advice to.
Today I run Tandem Financial from Sydney, working with a small number of clients who want exactly that: a trusted partner, keeps things clear, and is in it for the long run.
FAQs
What does working with you actually look like?
We start with a free strategy call - no obligation, no pitch. If we're a good fit, we will gather as much information about you as possible so that we can develop a strategy for you. If you are comfortable with that, I'll prepare a detailed Statement of Advice outlining exactly what I recommend and why. From there, we meet regularly to review your position and adjust as your life changes.
Do I need to have a lot of money already?
Not a specific amount, but my advice is most valuable for households earning $250k or more or individuals earning $150k or more - because that's where strategy, tax, and structure decisions really compound over time. If that's roughly you, we'll have a lot to work with.
Can you help with both investment and insurance?
Yes - and I think it's important to look at both together. A financial plan that grows your wealth but leaves you unprotected isn't a complete plan. I look at the full picture.
How are you paid?
I charge an onboarding fee and usually an ongoing advice fee that covers the full relationship - initial plan, implementation, and regular reviews. For insurance advice, I may receive a commission from the insurer. I'll always be transparent about how I'm paid before you commit to anything.
How do I know if you're the right adviser for me?
Book a call and find out. It's free, it's genuinely a conversation, and if I'm not the right fit I'll tell you. I'd rather point you in the right direction than take on a client relationship that isn't a good match.
Don't take our word for it!
Don't take our word for it!
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