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Welcome...

With well over 75 years combined experience in financial planning, our 5 financial planners would be pleased to help you with any aspect of your investment, insurance home loan and pre & post retirement needs.We provide professional financial advice to help make your picture of tomorrow become reality.
The value of advice
  Have you ever wondered how your family would cope financially if you weren’t around? Life throws some curved balls at us sometimes, usually when we least expect it. That’s why it’s best to seek financial...
Understanding superannuation: your questions answered
  For many Australians, their super will be one of the largest assets they have when they retire, next to the family home. That’s why making choices around your super now can make a big...
Planning your future: Why you need a financial planner
 Having the chance to take a step back for a moment and look at things from a fresh perspective can be a great advantage, especially when it comes to planning your financial future. When it...
Protecting yourself when times are good
 No one thinks misfortune will happen to them. But meet Sarah. You'll learn a shocking fact about the likelihood of a financial setback occurring in your family and what she did to help protect herself...

 

 

 

We can be your Financial Partners.

Whether the financial advice you need is for personal or business goals, wealth accumulation, risk management or regulating your cash flow.

 

 

Oliver's Insights

Read about what is happening in the financial world. Oliver's Insights is a regular update from Dr. Shane Oliver, Head of Investment Strategy & Chief Economist, AMP Capital Investors. In Oliver's Insights, Dr Shane Oliver explores the latest issues regarding financial markets and the economy.
Aussie equities still remain a good long-term bet
Aussie equities still remain a good long-term bet
11 August 2017 Aussie equities still remain a good long-term bet Australian equities have been getting bad press with some investors warning they are significantly...
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Why listed real estate faces Amazon-like disruption
Why listed real estate faces Amazon-like disruption
11 August 2017 Why listed real estate faces Amazon-like disruption Investors have recently focussed on the impact of Amazon’s plan to roll out its full...
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The threat of war with North Korea- Implications for investors
The threat of war with North Korea- Implications for investors
15 August 2017 The threat of war with North Korea- Implications for investors Key points Tensions with North Korea have clearly increased causing volatility in...
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Interest rates likely to remain on hold until economic growth improves
Interest rates likely to remain on hold until economic growth improves
11 August 2017 Interest rates likely to remain on hold until economic growth improves There is little chance the Reserve Bank of Australia will hike...
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Inequality- is it increasing? What’s driving it? And what it means for economic growth and investors
Inequality- is it increasing? What’s driving it? And what it means for economic growth and investors
10 August 2017 Inequality- is it increasing? What's driving it? And what it means for economic growth and investors Key points Inequality has been trending...
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RBA’s interest rate call marks new frontier
RBA’s interest rate call marks new frontier
02 August 2017 RBA’s interest rate call marks new frontier The Reserve Bank of Australia’s recent call that neutral interest rates could be about two percentage points...
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The break higher in the Australian dollar is likely to be limited- this is not 2007 all over again!
The break higher in the Australian dollar is likely to be limited- this is not 2007 all over again!
02 August 2017 The break higher in the Australian dollar is likely to be limited- this is not 2007 all over again!   Key points...
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Five great charts on investing
Five great charts on investing
25 July 2017 Five great charts on investing Key points At its core, successful investing is simple, but we have a knack of making it...
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Understanding the basics of investing

 

 

 

 Taking an active interest in your investment strategies today will help you plan the retirement lifestyle you want for tomorrow.

Understanding the basics of investing

 

 

Helping you to design your one of a kind picture of tomorrow

Our financial advisers can partner with you to help you achieve the results you need. Read our blog compilation of financial & lifestyle insights.
Protecting your family from an inheritance nightmare
Protecting your family from an inheritance nightmare
Protecting your family from an inheritance nightmare Estate planning is a topic that many people would rather not talk about too often, but it’s an...
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How to create visibility on spending goals in retirement
How to create visibility on spending goals in retirement
How to create visibility on spending goals in retirement Retirees looking to develop a sustainable financial plan face a challenging technical problem. So it makes...
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Planning to avoid financial mistakes
Planning to avoid financial mistakes
Planning to avoid financial mistakes Selling shares when prices have tumbled or buying a house at the height of a property boom only to dispose...
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Why tax aware investing can help boost retirement income
Why tax aware investing can help boost retirement income
Why tax aware investing can help boost retirement income With the huge bulge of baby boomers entering retirement, and yields at near-record lows, there is...
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Econosights – The Australian consumer outlook: more headwinds to come
Econosights – The Australian consumer outlook: more headwinds to come
  31 July 2017 Econosights - The Australian consumer outlook: more headwinds to come Key points There are numerous factors that will weigh on Australian...
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Superannuation and the financial ties that bind
Superannuation and the financial ties that bind
Superannuation and the financial ties that bind   They say, only one thing in life is certain.  And while we would rather plan our next...
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Diversified funds’ performance – how did they do that?
Diversified funds’ performance – how did they do that?
Diversified funds’ performance – how did they do that? 12 July 2017 Comparing managed funds can be confusing because, contrary to current practices, evaluating performance...
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Living longer, working longer and super balances larger
Living longer, working longer and super balances larger
Living longer, working longer and super balances larger Australians with the best life expectancy in history will have to work longer in order to be...
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Time to start planning your retirement for tomorrow

Meet our team

Richard Bejah CFP® , Dip FP, ANZIIF(Assoc) CIP, AFPA
Richard Bejah CFP® , Dip FP, ANZIIF(Assoc) CIP, AFPA
Peter Grossman Dip FP Senior Financial Planner & Retirement Planning Specialist 
Peter Grossman Dip FP Senior Financial Planner & Retirement Planning Specialist 
Suzanne Iles ADV Dip FS (FP) Senior Financial Planner / Paraplanner & Centrelink Specialist 
Suzanne Iles ADV Dip FS (FP) Senior Financial Planner / Paraplanner & Centrelink Specialist 
Whitley Bradford MFinPlanning, BBus, Dip FP Financial Planner & Accredited Mortgage Consultant
Whitley Bradford MFinPlanning, BBus, Dip FP Financial Planner & Accredited Mortgage Consultant
Kate Martin Dip FP Financial Planner
Kate Martin Dip FP Financial Planner
Dannie Holmes Client Services Officer
Dannie Holmes Client Services Officer
Dianne Brzeski Telephone Services Officer
Dianne Brzeski Telephone Services Officer

Take control of your super. 

Retirement may seem like a long way off, but putting money into super now is still a tax effective way to invest your money.