Canberra's Premier Financial Planning Advisers

How We Help


Negotiating a great price on your next property purchase

Tuesday, August 23, 2016
So you are just about to start hunting for a property? It has been said that you make a profit on buying property by buying well. Here's some tips to negotiate a good price on your next purchase.. ..Read More

A visit with Vik – nothing like a trip to the dentist!

Tuesday, August 02, 2016
For some time I have been concerned about my lack of Will and other estate planning documents. I mentioned it many times to my husband, but his interest was very low. However, with three young chi ..Read More

Use your home equity to build wealth – or pay off your home loan sooner

Monday, August 01, 2016
According to the latest Domain House Price Report released recently, Canberra’s median house price has hit a record high with the nation’s capital outperforming all other Australian ca ..Read More

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

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