Our customer focus:

• Through discussing your financial situation we establish exactly what your financial needs, objectives and circumstances are. There are no “standard” solutions in financial planning, each plan needs to meet your unique personal requirements.
• Through careful analysis of your current situation we tailor a Plan that suits your needs and lifestyle. We are conscious that each plan must be powerful enough to achieve your goals, but it must also be flexible.
• We recognise that as financial environments change, so too will your requirements. For this reason we offer our clients a review service at either six or twelve month intervals, depending on their individual preference.

We offer a broad range of services that include:

• Designing a personal Financial Plan
• Pre and Post Retirement Planning - Superannuation
• Investment Planning
• Personal Protection Planning
• Debt Management
• Gearing / Margin Lending
• Centrelink Benefit Planning
• Estate Planning
• Budgeting 

We will also refer you to specialists in…

• Mortgage advice, debt restructuring and release of equity
• Wills, Powers of Attorney and legal advice
• Accounting and taxation advice

We have the following resource information available for down load from our website:

 

• Financial Services Guide
• Privacy Notification Statement
• Understanding Investment Concepts
• Understanding Retirement Planning
• Understanding Debt Management
• Understanding Social Security
• Understanding Gearing
• Understanding Insurance
• Understanding Wealth Accumulation (Non-Super)
• Understanding Estate Planning
• Understanding Wealth Accumulation (Super)