We are a Queensland owned and operated company with over 40 years combined experience in financial planning, risk and insurance, direct shares and portfolio management. With offices in Brisbane and Townsville, we have the ability to personally service the entire South East Queensland.
An important measurement of success for us is, the longevity of our client relationships. We have assisted several thousand clients, many
of whom remain with us today and recommend our services to their colleagues, friends and family.
Our clients' measurement of success with us, is the value of the advice we offer, the implementation of recommended strategies and the
achievements on the advice provided. Because of this, we are fortunate to have our clients recommending their colleagues and family
members to speak with us.
B Comm CPA SA Fin JP (Qual)
Authorised Representative number 292830
BBus (FinPlan), DipAcctg
Grad Dip (FinPlan)
Authorised Representative number 001267479
Established in 2006, and based in Toowong Towers, the Brisbane team also includes Kay, Sarah and Judith, who possess extensive administrative knowledge to support our clients. Their high level of passion and commitment for clients, ensures that their client’s needs are at the core of our business. Our team can assist with general enquiries, arranging appointments with our Wealth Specialists and administrative support on your superannuation, investments and insurance policies.
To speak to one of our Brisbane team - Contact Us
B Com. G Dip Investment Analysis
Authorised Representative number 258517
GradDip (FinPlan), Dip FP, CDec (Qual)
Authorised Representative number 1235898
BCom, GradDip (FinPlan)
Authorised Representative number1301180
Based in Level 1/62, Walker St, Townsville, the team possess extensive finance, wealth management and risk advice for every stage of your life. ‘Locally grown’, their passion and commitment are at the very core of their business. If you’re looking to review your financial situation, wealth management or risk, then this is the team for you.
To speak to one of our Townsville team - Contact
Us