Canberra's Premier Financial Planning Advisers

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LATEST NEWS

Charitable giving and your finances

Thursday, November 30, 2017
As Christmas approaches, many people’s minds turn to the needs of those who have to make do with less at this time of year. Whether charitable giving is already part of your monthly budget  ..Read More

Six traits of Australians living the dream

Tuesday, November 28, 2017
Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association.1 Here are six trait ..Read More

Insurance must-haves for small business owners

Thursday, July 27, 2017
As a small business owner, making sure every aspect of your business is properly insured is key to long-term sustainability. Margo Goodall from Credence Insurance (http://www.credenceinsurance.co ..Read More

Self-managed super funds (SMSFs): Why you need a corporate trustee

Wednesday, June 28, 2017
Self-managed super funds, more commonly known as SMSFs, provide a level of financial control that appeals to many people, particularly as retirement draws closer. But if you have an SMSF, or you  ..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