It's time to regain clarity, confidence and control

Our dedicated team combines expertise with a personal touch, offering tailored strategies that align with your family's values, goals, and legacy aspirations.

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Confidently protect your wealth

Reduce your business & personal risk

Strategically grow your wealth for the future

Set up your legacy to last

Reclaim your time
Build your legacy now

At Cruz, we cater to the financial needs of affluent families. Our services, including family office management, strategic financial planning, and business insurance, are designed to protect and grow your wealth across generations. Trust us with your financial well-being for lasting prosperity and peace of mind.

Create a legacy that spans generations

Access Australia’s top experts

We’ll put you in touch with professionals you can trust - across tax, legal, and consultancy.

Put your legacy in Cruz control

Let go of the day-to-day stresses knowing that the Cruz team are hard at work securing your financial future.

Have one team working in unison

The Cruz team work collaboratively to cohesively manage your private and business finances.

Leave your wealth in hands that care

At Cruz, we work as one holistic team to provide the clarity and control you need to enjoy your wealth now, and set it up to last for generations to come.

Financial Adviser

Receive tailored advice covering multi-entity portfolio construction, SMSF, super and life insurance.

Business Insurance Adviser

Enjoy peace of mind with dedicated business risk management (claims service included).

Our track record speaks for itself

“Jayden Post and the team at Cruz are amazing at what they do. My family and I wouldn’t be where we are without their guidance. They have been steering us from a personal and business perspective for close to 7 years now and I’m so grateful for that. Jayden, words can’t describe the value you bring. We recommend Cruz to all our friends, family and colleagues. Thank you!”

Jenna
under 35 years, Bacchus Marsh, VIC

Plan for today, but also for tomorrow

Clarity

Let’s work together to understand where you are and where you want to get to.

Confidence

Work with a team of professionals that works together to create a legacy for your family.

Control

Be empowered to make decisions that benefit you today and secure prosperity for future generations.