At different times of life, everyone can use a bit of extra guidance.
We can offer you information pertinent to events in your life that can impact and affect your financial situation.
If you need more information about an event select a topic from the list below or contact one of our professional advisers.
Select a free eBook from our collection related to Investing
Select a free eBook from our collection related to Retirement
Select a free eBook from our collection related to Buying a New Home
Select a free eBook from our collection related to Buying and Selling a Business
Select a free eBook from our collection related to Relationships
Select a free eBook from our collection related to Careers and Career Changes
Ask a question
Do you need a quick answer to a financial concern?
Send us an email using this form and we will answer you as soon as we can. With offices in the Sydney, Melbourne, Brisbane and Canberra CBDs we provide financial advice to those that live in these metropolitan areas and use the latest video conferencing tools to serve clients in more remote areas.
There is no cost to the first introductory meeting. If we believe we can help or do the work you are looking for, we will quote you a fixed fee. The purpose of the first meeting is twofold:
- for you to tell us what type of advice you are looking for and assistance you need,
- for us to explain how what we do may be of assistance to you.
Examples of work we do:
- Comprehensive financial plans and investment strategies
- Advise on retirement
- Provide specific strategies, such as:
- How to buy property in a super fund
- How to set up Transition to Retirement strategies
- How to set up and administer an SMSF
- How to select and buy a specific investment property
Benefits of financial advice:
- Avoid costly mistakes
- Save time
- Provide clarity about the future and peace of mind.
In exchange for a small amount of your time you can find out what we have to offer. Take the next step and book today; you will be glad you did.
Locations:
Sydney Head Office:
Level 5, 95 Pitt St
Sydney NSW 2000
T: 02 9248 0422
Brisbane Office:
Level 19,
10 Eagle Street
Brisbane QLD 4000
T: 07 3121 3189
Canberra:
Level 9, New-Acton Nishi
Canberra ACT 2601
T 02 6243 3628
Locations:
Sydney Head Office:
Level 11, 95 Pitt St Sydney NSW 2000
T: 02 9248 0422
Brisbane Office:
Level 19, 10 Eagle Street Brisbane QLD 4000
T: 07 3121 3189
Canberra:
Level 9, New-Acton Nishi 2 Philip Law St, Canberra ACT 2601
T 02 6243 3628
