Canberra's Premier Financial Planning Advisers

How We Help


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

How to bid at an auction when you really don't want to

Monday, October 31, 2016
Guest blogger - Penny Hyde, Buyers Agent A lot of people don't even look at a property that is for sale if the method of sale is an auction. It can be because they don't know the market and ar ..Read More

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

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