Our Client Value Proposition
Our highly experienced team provides comprehensive long term strategies to help our clients and their families create and protect their wealth.
Our financial planners have a combined experience of over 70 years in the financial services industry, with continued focus on professional development.
We are highly qualified specialists in the areas of self-managed super funds, direct share investment, Centrelink and aged care, estate planning, wealth protection, superannuation and investments.
We are licensed by a boutique dealer group backed by a non-bank institution with independent investment research supported by leading technology.
Our clients seek a long term advice relationship with more than 90% take up our ongoing service offering.
Our client retention rate is in excess of 98%, a number of which have worked with us for 10+ years.
We are actively engaged in volunteer activities within the community.
We are a referral-based business with referrals coming from existing clients and professional relationships in the region.
We strive to create and protect wealth for our clients, and we do this by:
Building our clients' knowledge of wealth creation and protection strategies,
Using our unique capabilities to provide a tailored service to your specific circumstances,
Using technology to deliver simple yet comprehensive solutions to meet your needs,
Providing honest and clear advice,
Having the flexibility to choose products for you from a full range of providers, and
Offering a team approach by having all the specialists under the one roof.