Canberra's Premier Financial Planning Advisers

How We Help


Financial Planning and goal setting contributes to a life well lived

Monday, June 05, 2017
Most of us know that money doesn’t buy happiness. Australian researcher Hugh MacKay in his book The Good Life (2013) concludes that “a good life is not measured by security, wealth, status ..Read More

Buying a commercial property in your SMSF

Monday, June 05, 2017
One of the benefits of having a SMSF is the ability to purchase direct property using your super. However, property is not limited to just a residential house or unit. As trustees, you may also decide ..Read More

Super strategies for PSS members still apply - despite the Federal Budget changes

Monday, June 05, 2017
Many of the super changes that were announced in the Federal Budget will come into effect on 1 July 2017. Several clients who work in the Public Service and are members of the PSS have rung us concern ..Read More

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

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