Canberra's Premier Financial Planning Advisers

How We Help

LATEST NEWS

Is your insurance keeping up with you and your lifestyle?

Wednesday, May 03, 2017
Not many of us sit down and think about whether we have enough life or income insurance. Usually something will happen – maybe someone close to you gets sick and has to give up work, or you have ..Read More

Protect your income - you never know...

Tuesday, May 02, 2017
Have you ever wondered how you and your family would cope if you had an injury or illness and couldn’t work for several months… or even years? For some people, income protection ins ..Read More

Will you pay an entry fee for Aged Care?

Monday, February 27, 2017
Clients entering residential aged care may be asked to pay an entry fee. How much they pay can depend on their assessable assets and this may or may not include the value of their home. Use the fo ..Read More

New rules for defined benefit super schemes

Monday, November 28, 2016
There were many changes that were announced in the Federal Budget and are now at various states of being passed through Parliament. Unfortunately, members of defined benefit schemes including 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