It's time to regain clarity, confidence and control

“Having to deal with the complexities of moving back to the UK to expand our business outside of Australia; Cody has been there every step of the way to advise and support not only the business but to ensure our personal wealth is looked after.  With hectic agendas at work and in our personal family lives it’s nice to know we have a CFO who has our best interests at heart and we’re all working towards achieving the same goal”

“I have been working with Cody Harmon from Cruz Family Office for nearly 5 years and he has been an incredible asset to me. I would happily recommend him, and the entire team, to anyone I know.”

"Riley has always been responsive, informative and up to date with his advise. I love his openness, honesty and ability to explain complex issues into every day language. The whole team at Cruz have managed my portfolio for many years and it has always performed head of the market average. I am very happy with the service and advise I receive."

"My experience with Jayden was enjoyable and seamless. From our very first encounter I could see he had an abundance of knowledge as an advisor, was an excellent communicator and someone I could trust. Jayden was able to break down, what I felt may be complex decisions, into easy to understand steps and attach relatable examples along the way. Jayden was able to pick up when I was unsure about a topic or discussion we were having and slow down to ensure I was fully understanding each stage of the process. I had a great all round experience with an incredibly knowledgeable and trustworthy advisor."