Self-Licensed
We own and operate our own Australian Financial Services Licence and can freely decide on the advice and strategies that are right for you
Objective
We do not recommend in-house investment products – thus avoiding a significant conflict of interest that is widespread in the industry
Ownership
We operate as a partnership with no bank or 3rd party ownership
Holistic
We coordinate financial planning, superannuation advice, retirement planning, investments, taxation strategies, estate planning, cash flow & risk management
Integrity
Our clients enjoy working with an honest and highly qualified financial planning expert who provides a sense of control and direction and removes their financial worries
Recognised
Recognised as a Top 10 Financial Planner Melbourne with over 30 years collective experience
Transparent
Our financial planning fees are clear and transparent. All clients are provided with a financial planning proposal that clearly states what we will do and the fees that will be charged
Experts
All advisers are degree qualified, hold post-graduate qualifications and are CERTIFIED FINANCIAL PLANNER® professionals
Professionals
We are members of the Financial Planning Association including the CFP® Education Advisory Committee
