About Us

We specialise in providing Superannuation, Retirement planning and Centrelink assistance to pre and post retirees. We don’t try and be all things to all people but instead focus on what we feel is the most important and sometimes scary time in a person’s life. We also understand that you have been working for a long time and deserve to feel comfortable and assured that your finances are under control, so that you can do the things you enjoy!

MULTI-DISCIPLINARY

We provide our clients with access to a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers. In this way, we ensure that each client optimises their financial position as efficiently and effectively as possible.

CLIENT-FOCUSED

We continuously and proactively look for ways to improve your wealth, financial health and retirement planning. Your well-being is our core focus, and everything stems from our insistence that your interests be pre-eminent in our advice.

ETHICS-BASED

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.