(02) 9363 2900
Different, like you
We understand that your goals and aspirations are likely to be quite different to anyone else’s. So we don’t just offer you the same solutions as anyone else.
We are one of the few financial services businesses who are genuine about offering a tailored plan to meet your specific needs, maximising the chance of meeting your objectives – and securing the life you want.
With over 120 years of combined professional industry experience, our role is to work with you as you meet life’s transitions and challenges. We have proudly maintained our own licence since 1997, which means that we have the autonomy to select appropriate providers, services and investment professionals to implement your plan.
Our unique servicing pod structure means you will be serviced by three dedicated service professionals, including your Advisor, a Planning Analyst and a dedicated Client Service Officer. This gives you access to staff and ongoing support, via phone, email or face to face.
Our range of service offerings mean that you will be able to select the services and meeting schedule that is suitable for you and our modern workflow and database systems ensure efficient handling of your planning matters and security of your private information.
How
we help
Helping and protecting family
Our goal is to ensure that you and your family are adequately protected for known and unknown events and are able to live the lifestyle you and your family want….
This includes:
- Setting objectives
- Cash flow and budgeting
- Education funding
- Assisting parents
- Life and disability insurance
Protecting
and enjoying lifestyle
We recognise that financial security for you and your family is paramount. We work with you to ensure that life’s primary ‘what if’s’ are comprehensively addressed so that you may plan for a future with certainty, comfort and peace of mind.
This includes:
- Family security
- Planning for life’s ‘what-if’s’
- Income protection insurance
- Savings discipline
- Long term care
- Business protection and succession
Achieving financial comfort
Our aim is to build a coherent investment strategy that accounts for your short, medium and longer term needs; and aligns with your degree of risk tolerance. In this way you develop a path to financial independence.
This includes:
- Management of risk
- Financial well-being
- Investment strategy
- Investment portfolio
- Loan structure
Plan for the expected and unexpected
Our aim is to work with you to clarify your longer term vision and manage your wealth through the different stages of life. By having a strategy in place, changes and life transitions become more manageable, and health challenges fewer. This means that you can focus on the business of enjoying your life.
This includes:
- Wealth accumulation and management
- Tax planning
- Asset protection
- Future expenses
- Retirement income and planning
- Generational change
Building
a legacy
We recognise the importance of having appropriate documentation in place during life and in death. A comprehensive estate plan can save you valuable time and money, preserve your estate and ensure that you leave the legacy you want.
This includes:
- Wills
- Powers of attorney
- Guardianships
- Gifting
- Charitable trusts
Our Brochure
Our goal is to ensure that you and your family are adequately protected for known and unknown events and are able to live the lifestyle you and your family want….
This includes:
- Setting objectives
- Cash flow and budgeting
- Education funding
- Assisting parents
- Life and disability insurance
We recognise that financial security for you and your family is paramount. We work with you to ensure that life’s primary ‘what if’s’ are comprehensively addressed so that you may plan for a future with certainty, comfort and peace of mind.
This includes:
- Family security
- Planning for life’s ‘what-if’s’
- Income protection insurance
- Savings discipline
- Long term care
- Business protection and succession
Our aim is to build a coherent investment strategy that accounts for your short, medium and longer term needs; and aligns with your degree of risk tolerance. In this way you develop a path to financial independence.
This includes:
- Management of risk
- Financial well-being
- Investment strategy
- Investment portfolio
- Loan structure
Our aim is to work with you to clarify your longer term vision and manage your wealth through the different stages of life. By having a strategy in place, changes and life transitions become more manageable, and health challenges fewer. This means that you can focus on the business of enjoying your life.
This includes:
- Wealth accumulation and management
- Tax planning
- Asset protection
- Future expenses
- Retirement income and planning
- Generational change
We recognise the importance of having appropriate documentation in place during life and in death. A comprehensive estate plan can save you valuable time and money, preserve your estate and ensure that you leave the legacy you want.
This includes:
- Wills
- Powers of attorney
- Guardianships
- Gifting
- Charitable trusts