We believe our modern world is too full of buzzwords and exclusivity. What ever happened to old-fashioned service designed to help every day Australians, where those providing that service have aligned values and share an objective of creating a brighter future?
Who we help has revolved around a strong dedication to be of service to the family and friends of our existing clients. Our business has been and continues to be built on the referrals of our clients, which we constantly strive to honour by meeting with all who are seeking clarity and insight in relation to their financial position.
Although we are very much open for business and taking new clients, we are also in the fortunate position of not having to. When combined with us holding our own Australian Financial Services License, this affords us a rare advantage when delivering advice and service that always places the best interests of our clients first.
Our clients come from all walks of life. The range spans from the parents of baby boomers through to generation next and covers all levels of financial wealth. Whilst the range of those in our community of clients is broad, there are similar characteristics shared by almost all of them.
Pre & Post Retirement
Ceasing work can be an emotionally charged and daunting proposition. Ensuring you have complete confidence that your financial resources will allow you to live the life you really want to live can make a big difference to the quality of life you actually experience.
We believe retirement is a time for excitement and celebration. Confidence comes from knowing where you are and where you’re headed.
Whether you are approaching retirement, or you are already there, we can help you to make great decisions based on objective assessment of your current position and your goals in life.
Are you going to enjoy a rich life in retirement?
Military Veterans
As a Financial Advisory organisation, we believe we have the longest history of assisting members of the military community in Australia. Our commitment to retired or retiring Australian Military personnel is tough to rival.
With a substantial number of our clients having served in the military, matters relating to each of the versions of Military Superannuation, as well as benefits administered and paid by Department of Veterans’ Affairs are particular areas of specialty.
Whether checking you have taken appropriate steps to maximise benefits, completing forms, or having a better understanding of the types of assistance you are eligible for, we have the knowledge and expertise to simplify your experience.
Business Owners
So often, business owners are making great decisions about their business whilst ignoring their own personal financial structure. Their goals are the business’ goals and the line between business and personal is rarely visible.
As owners and operators in the SME space, we have a great deal of empathy for founders or owners of small businesses. We also understand the challenges being faced on a daily basis.
We have observed the creation of a plan that provides clarity and delineates personal from business objectives make an enormous positive difference to the lives of business owners. It has also improved the decisions made as stewards of their businesses, which typically leads to improved overall function.
Young Couples & Families
Getting the essential foundations in place can be a powerful staging point to build a successful financial experience from. Knowing that the path forward is clearly defined and there is a definite plan to work towards gives the motivation and excitement to build a strong position for you and your family.
We also know that along the way there can be many unexpected events that threaten the financial security which you’ve worked so hard to build.
We believe that you live the life that you consciously create for yourself. Confidence comes from having a clear plan, sticking to it and working towards the goals that you’ve set. Whether you’re just starting out, or are already well along the path, we can help you get plan your roadmap and achieve your goals.
With a highly experienced yet youthful team, our objective is to build on our 40-year heritage by continuing to advise and support our clients and their families long into the future.
So – what is a rich life for you?
