About us
Our firm was established over 25 years ago and has grown significantly over the years through word of mouth and referrals by our clients and other professionals.
Our Philosophy
We adopt a holistic and comprehensive approach.
Experience
With decades of experience, our advisors are well-versed in the complexities of personal finance management.
Personal
We take a highly personal approach to financial planning, navigating the variables and the individual factors to tailor a plan that works for you.
Alignment
Providing advice that is aligned only to a client’s best interests.
As it should be.
Independence
For more than 25 years our advice has remained unbiased, and our investment decisions made purely in the best interest of the client.
Relationships
We are totally committed to building long-term, trusted partnerships with our clients helping them gain clarity on their financial goals and developing a clear strategy for achieving them.
Why Choose Us
We apply institutional-grade thinking to long term planning horizons.
Constructing all weather portfolios
We can invest in all asset classes and any investment on behalf of clients and will review every investment on its own merits with consideration of the benefit it adds to a multi-asset class portfolio.
Wealth of knowledge
Each team member brings a wealth of knowledge and a commitment to excellence.
Performance
We consistently deliver value and typically outperform benchmarks for our clients.
Experience
Many cycles, institutional and retail, strong performance
With over 35 years of hands-on experience across investing and financial advisory, we bring institutional-grade discipline to personal wealth management combined with decades of bespoke client advisory experience.
Our background spans public and private markets, strategic asset allocation, fund manager selection, and robust risk management—always with a long-term, outcomes-focused approach.
Our Chief Investment Officer previously co-led the investment team for a substantial Australian university endowment fund, achieving top-decile performance among its peer group. That experience shaped our philosophy: thoughtful capital allocation, careful stewardship of assets, and a commitment to consistency over cycles.
Whether you’re navigating market volatility or planning for intergenerational wealth transfer, we draw on decades of insight to help you build resilient portfolios tailored to your goals.
This is investing done with depth, discipline, and purpose.
What are you waiting for?
Ready to take the next step? Let’s bring your vision to life! Explore our services and get in touch today for a consultation. Together, we’ll make it happen.
Our team
Our committed team of relationship managers and industry experts, supported by a dedicated administration team, will work together to achieve the best possible result for you.
Nigel Barling
MD & financial adviser
Dermot Crean
CIo
Chelsea Barling
COO
Mario
OUR AI BOT
Andrew Capili
SENIOR Administrator
Insights
End of the Long Bond Era – Bloomberg
”I thought bonds were the boring, safe, simple thing”[…]
The Art of Learning — KKR Macro
Insightful macro update from KKR With a whirlwind of[…]
How to Preserve Wealth Across Generations: Lessons from the Fall of the Vanderbilts
Preserving wealth is hard. Keeping it across generations is[…]
Contact us
GPO Box 233, Hobart TAS 7001
Authorised Representative and Credit Representative of Akumin Financial Planning
Australian Financial Services licensee and Australian Credit Licensee. ABN 89 051 208 327 License Number 232706
