Canberra's Premier Financial Planning Advisers

How We Help


Rental Market Update September 2016

Tuesday, October 04, 2016
By guest blogger, Maria Edwards ACT & Queanbeyan median rent has increased again to $430 per week with a healthy annual increase of 7.5%. and properties are renting almost 30% quicker than ..Read More

I have taken a redundancy – what’s next?

Wednesday, August 31, 2016
From guest blogger Adam Kowalski from Kowalski Recruitment Taking a redundancy is a big step, and along with the need to make many financial decisions, it also tends to be one of the few times ..Read More

Rental Market Update & Changes to Residential Tenancy Act

Tuesday, August 30, 2016
Canberra Rental Market Update August 2016 The rental market has continued to perform strongly with a 16.4 % increase in the number of properties rented in the month of July as compared with t ..Read More

Maximise your property's return

Monday, August 29, 2016
Written by guest bloggers Mel Jamieson and Suzy Piani, Sold on Styling A property you own is one of the biggest investments you’ll ever make in your life. It makes sense that, when it co ..Read More

Why Choose Us?

You first… always

Legislation that was passed in July 2013 says we must always act in your Best Interest. We didn't need the legislation, this is just part of our DNA!

Founded in 1972 - Young enough to be innovative, old enough to have the necessary life experience.

Our extensive knowledge and experience working for your financial future.

Multiple award winners over many years

Industry awards are outside recognition that we are excellent at helping our clients achieve their goals

We are members of several professional associations

You can be confident that we are continually keeping up to date with the latest developments in our profession

Our approach is to provide smart, practical, personal financial planning

Your financial future is designed using leading financial planning technology

We are involved in the local community and believe in being good corporate citizens

We use our resources to help those in the community who are less fortunate

Providing clients and staff with education to achieve success is a high priority

With knowledge comes power and we are constantly striving to ensure you have the latest information to make great financial decisions

We have a proven track record of success with clients in situations just like yours

Many hundreds of happy clients over many years, check out the testimonials HERE