Getting the right advice
Advice that's just for you can make all the difference to your financial future, and your initial consultation is free
How we can help
Have confidence in the financial choices you make today, tomorrow and once you finish working, while making the most of every dollar you earn.
We believe in the value of quality advice, and our dedicated team of experienced and fully qualified financial planners operate all over Australia. Your financial planner can assist you in reaching your lifestyle and financial goals and work with you to achieve the outcomes that you’re aiming for. All of our financial planners are salaried employees and are not paid any commissions or bonuses
Putting your interests first
Our financial planners do not receive any bonuses or commissions, so they only have your best interests in mind.
- Your first meeting is free of charge
- Our goal is to give you confidence in your financial choices
- We can monitor and update your financial plan as required by your changing lifestyle and personal circumstances.
Super seminars
We run seminars across Australia throughout the year, with topics ranging from general super information to tailored retirement planning, transitioning to retirement and aged care.
View events and seminarsFinancial guidance you can depend on
We take your personal circumstances into account, to give you practical strategies, advice and hands on support – so you can meet your current and future lifestyle goals. Here are just some of the things we help our members with:
Setting financial goals
Minimising tax
Transferring other super
Managing debt efficiently
Investment choice
The right insurance cover
Setting up a pension
Planning for aged care
Understanding estate planning
Aged care planning
If you need to consider aged care or assisted living for you or your loved ones, we can help you navigate the complexity including:
• making sure you get the most from the government benefits available
• identifying the costs that will apply for care
• helping you in the decision on which assets should be kept or sold
Get some advice - your initial consultation is free
Like to speak with someone or book a financial planning appointment? Call us on 1300 963 720 or