"Now that I have reached retirement age, Anne and I would like to thank you and your staff for the time and effort given to us over the years in helping us to make the decisions that we feel will give us a worry free future." >>read more testimonials

Your investment in our services …

We consider our fee structure to be fair and competitive, reflecting the ongoing nature of the relationship between us, our company and our clients.

The initial consultation, during which we discuss your needs, is free. Fees applying thereafter are explained at that appointment.

We offer a broad range of services that are tailored to your needs, they include:

• Designing a Personal Financial Plan
• Wealth creation planning
• Direct share investments
• Business planning
• Pre- and post-retirement planning
• Estate planning
• Centrelink benefit planning
• Income and asset protection
• Mortgage and debt reduction planning
• Investment portfolio management and review
• Gearing - to leverage the growth of your portfolio

We are able to recommend a comprehensive range of products for your Financial Plan including …

• Shares, unit trusts and tax effective investment bonds
• Superannuation funds
• Lending products, including mortgages and margin loans
• Retirement pensions
• Life insurance products – death, total and permanent disability, trauma and income protection benefits

"It is a relief to know that I can have complete faith in this company which allows me to focus my energies into other areas of my business." read more testimonials

Backed by other professionals …

To help you to achieve your life’s goals we use the services of fund managers and insurance companies with a proven track record.

They provide the products and technical support that enable us to analyse the impact of legislative and taxation changes on your portfolio.

For your reference we have also included links to the ATO and Centrelink.