Our practice includes staff with extensive specialist expertise in:

  • financial planning
  • small business advice
  • banking solutions
  • estate planning
  • risk management
  • Centrelink
  • budget and debt management
  • superannuation strategies
  • investment planning
  • retirement planning
  • personal insurance
  • salary packaging
  • corporate superannuation

How will you benefit?

By working closely together, we can provide you with:

  • knowledgable advice
  • a financial plan designed specifically for you
  • recommendations on tax effective investments
  • strategies to balance investment risk and return
  • advice on matters specific to your financial situation
  • ongoing portfolio review and management

Seven steps to financial planning advice

In developing a financial plan for you, we will work through the following 7 step process.
Step 1 Meet with you for an initial free consultation
Step 2 Collect all the information needed from you
Step 3 Help you identify your goals and current financial position
Step 4 Consider strategies and issues (such as taxation, social security and estate planning), then develop and present you with written recommendations
Step 5 Discuss the recommendations with you
Step 6 Implement the agreed recommendations
Step 7 Help you review your objectives, financial situation and needs on an ongoing basis