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.

Family Office Adviser

Confidently head in the right direction with a personal CFO to look after your private and business affairs.

Business Insurance Adviser

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

Our track record speaks for itself

“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”

Roman Lenio
Director - Co Talent Group

“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.”

Matt Rogers
Author and Amazon Best Seller

"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."

Jennifer
56-65 years, Golden Beach, QLD

"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."

Billy
under 35 years, Spotswood, 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.