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Canberra's Premier Financial Planning Advisers

How We Help


Fixing your cash flow with offset accounts

Monday, May 30, 2016
Guest Blogger - Ashley Crowther, Milestone's Mortgage Broker Many lenders offer an offset account with their home loan products. However, many people do not understand how they can be used eff ..Read More

Cyber Liability & Privacy Protection Insurance

Monday, May 30, 2016
Guest blogger - Margo Goodall from Credence Insurance As we all saw, cheaters’ haven Ashley Madison recently fell prey to a catastrophic cyber attack. The private data of millions of use ..Read More

5 questions you should ask yourself if you are being offered a voluntary redundancy

Wednesday, May 25, 2016
We see lots of clients who have been offered a Voluntary Redundancy (VR) from the Federal or ACT Government Public Service. Generally, they have made up their mind about taking the VR, but are jus ..Read More

Canberra Rental Market Snapshot May 2016

Tuesday, May 24, 2016
Article by Maria Edwards, Peter Blackshaw, Woden & Weston Creek. ACT & Queanbeyan median rent steady at $420 per week with annual increase of 5% 1099 newly listed properties in April  ..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