Our business commenced in 1965.
Through all the changes over the past 40 years, our business has continued to respond, grow and develop.
Our Advisers have a combined total of more than 30 years in the financial services industry. They specialise in different areas, so ensuring all our clients' needs are met. All of our Advisers are members of the Financial Planning Association, the professional Australian body for financial planning practitioners. We seek to create and maintain relationships with our clients based on mutual respect and responsibility.
Our processes and systems ensure we offer our clients regular reviews of their investments and insurance needs and objectives, in order that their financial plans may grow and develop as their circumstances and lifestyles change.
Our research and compliance requirements are sourced from our Australian Financial Services Licensee Charter Financial Planning, a member of the global AXA Group.
Charter has awarded us the 'Certified Quality Advice Practice' accreditation, recognising that our practice offers a complete financial planning service with well-defined service expectations that you can access confidently. This accreditation is based on the satisfaction of professional standards relating to the service, business management, technical knowledge, commitment to compliance and professional development and experience in delivering quality financial advice.
Our internal succession planning ensures that continuity of your financial plan remains even if staff changes occur. We trust that once you have had the opportunity to conduct business with us, your expectations for quality financial advice will have been exceeded.