Our People

Experience makes a difference

Our Directors have been active members of the Australian financial planning industry since the early 1980’s. We are just the right size with the right combination of skilled specialists to offer a service which is both highly personal and world-class. Our referral network of financial services specialists work closely with your financial planner to enable your grand plan to grow to fruition. Quite simply, we provide our clients with the security of knowing that their wealth is in the best of hands.

Our proudest achievements are the relationships we’ve built with clients that span decades. It’s not uncommon for clients to refer their parents or children and we are proud of playing a part of helping families achieve their financial dreams.