Between us, we have more than 40 years of experience in the financial services industry and a reputation for providing high quality and conservative financial advice.
As a father and son team, we have expertise across a broad range of financial services and we can relate to different life stage needs – from young, professional wealth accumulators to retirees. We also offer financial solutions for businesses, in particular providing streamlined corporate superannuation solutions and providing key person insurance advice.
We’re privately owned, which means we can recommend products from a wide portfolio and tailor solutions to your specific needs. The products and investments we recommend are researched using third party research firms. We have an in-house research specialist along with major broking houses to assist us to offer ‘best of breed’ investments that are appropriate for our clients.
We pride ourselves on forging strong, long term relationships with our clients, many of whom have become long-standing family friends. We’ll work closely with you to implement a sound financial plan that we’ll help you manage through the various stages of your life. Our aim is to make the financial planning process simple and rewarding.
We also have strong relationships with accounting groups, estate planning specialists, mortgage providers, general insurance brokers, and other specialist business service providers if you require advice in these areas.