Financial Planning is for everyone.
We know we help our clients with their financial plans, whether they need assistance with budgeting, insurance, investments or superannuation and retirement.
Having a trusted adviser is about knowing you have someone to talk to that has your best interests at heart.
The right financial advice can make all the difference
AREAS OF ADVICE
We help our clients plan for, build towards and then retire well
SELF MANAGED SUPERANNUATION
Establishment, utilising "Bare Trust Strategies", investments, asset allocation and wind up.
We advise on all stages of your SMSF
We develop a robust personal risk plan to help ensure you and your loved ones are cared for.
Working with younger clients to them achieve their wealth goals
We advise on direct share investments, managed funds, cash, term deposits, hybrid securities and others investments.
Ensuring your business is protected should something happen to you or your key people.
Principal & Wealth Specialist
Client Service Manager
If you would like to arrange an initial meeting with any of our advisers please contact our office on (02) 9899 3044
Office: Suite 401, 29 - 31 Solent Circuit Norwest NSW 2153
Postal: PO BOX 6862 Norwest NSW 2153
Tel: (02) 9899 3044
Our Financial Services Guide Including Privacy Guide can be downloaded HERE
Our Public Complaints Policy can be found HERE
For any general inquiries, please contact the office on (02) 9899-3044
Resources & Information
Contact our office to arrange a meeting with one of our advisers
Fill in as much information in the above Planning Questionnaire and Budget Planner and send to the adviser before the meeting.
This allows the meeting to be about important matters such as goals and strategies rather than data collection
From our meeting we will agree to proceed or not with any advice
How much will my advice cost?
There is no cost for an initial meeting.
If we agree to proceed with advice all costs will be confirmed by email prior to the advice being started.
Typically an initial Statement of Advice will cost between $2,200 and $6,600 depending upon the complexity of the advice required.
The initial Statement of Advice will detail any ongoing advice fees.