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Canberra's Premier Financial Planning Advisers

How We Help

LATEST NEWS

Make your home care friendly & Dementia quick facts

Monday, June 27, 2016
Craig Phillips, Milestone Adviser and Aged Care Specialist Home modifications may help an elderly person to stay in their home for longer and can also reduce the pressure on family members who ..Read More

What to consider when buying an investment apartment off the plan

Monday, June 27, 2016
Guest Blogger, Maria Edwards from Peter Blackshaw Woden & Weston Creek What to consider when buying an investment apartment off the plan Floorplan – if purchasing an apartment with ..Read More

Canberra Rental Market Snapshot June 2016

Monday, June 27, 2016
Guest Blogger, Maria Edwards from Peter Blackshaw Woden & Weston Creek Canberra Rental Market Snapshot ACT & Queanbeyan median rent has remained steady for another month at $420 pe ..Read More

Importance of binding death benefit nominations

Monday, June 27, 2016
Guest Blogger Vik Sundar, Chamberlains Lawyers Ensure that your superannuation passes to your intended beneficiaries SMSFs are an increasingly popular form of retirement fund, and one of the ..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

Testimonials