Financial Services

We are independently owned and have no links or ties to any financial institution or insurance company. This freedom from outside influences allows us to advise and act solely In Your Interest.

Financial Planning

Investment Advice
Superannuation and SMSF
Financial, Tax and Strategic Advice
Retirement Planning and Modelling
Estate Planning
Risk Life Insurance
Ongoing Portfolio Monitoring

Some people require a comprehensive statement of advice, whilst others are only interested in investment or property advice. Each client’s circumstances are very different. For this reason financial plans are quoted on an individual basis – the insurance component is always free.

Risk Life Insurance

Income Protection Insurance
Life Insurance
Critical Illness Insurance also known as Trauma Insurance - a lump sum on diagnosis of cancer, heart attack, stroke etc.
Total and Permanent Disability Insurance - a lump sum if you are disabled

See our insurance pages for more details.

The Power of Percentages

Investing is all about small percentages. The difference between a successful and an unsuccessful investor is a few percentage points a year, every year. This article includes a simple example of how to turn $6,000 into $1.4 million.

How Risk and Return are Related

It is important to understand the meaning and significance of the term "risk" as it is used in the Financial Planning industry.

An emotional reaction and failure to understand this issue can have a devastating effect on your finances.

The Psychology of Investing

There is a whole branch of economics called behavioural finance which concerns itself with the interaction of psychology and investing.

This page provides a few snippets and explains that the majority of people take actions to lose money - know thyself!

Providing clear and up-front financial knowledge -
so that you are truly served by being completely informed.

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