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Welcome...

With well over 75 years combined experience in financial planning, we 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.

 

 

Our Latest Blog posts

Read about what is happening in the financial world with quite a lot of lifestyle insights.
2016-17 saw strong returns for investors – 5 reasons why returns are likely to be solid in 2017-18
2016-17 saw strong returns for investors – 5 reasons why returns are likely to be solid in 2017-18
18 July 2017 ​ 2016-17 saw strong returns for investors - 5 reasons why returns are likely to be solid in 2017-18 Key points Despite...
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Women need a plan for ‘early’ retirement
Women need a plan for ‘early’ retirement
Women need a plan for ‘early’ retirement  We know women generally live longer than men, but new research shows the majority of Australian women are...
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Investors should stick to long-term strategy despite volatility
Investors should stick to long-term strategy despite volatility
Investors should stick to long-term strategy despite volatility 12 July 2017 Shane Oliver, Chief Economist and Head of Investment Strategy at AMP Capital, discusses global...
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Saving is a family affair
Saving is a family affair
Saving is a family affair You eat together, play together and live under the same roof – so why not save together? While many parents...
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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

 

 

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.