The team were great to work with. They took time to understand our situation and financial outlook but importantly explained advice and concepts in simple language.

Anonymous client survey feedback

Initial Data Collection Form

Complete this form to provide us with some basic information prior to your first appointment. This information will help us to provide a basis for the advice we provide.

Financial Services Guide

Our Financial Services Guide (FSG) is designed to assist you in deciding whether to use any of our services and what to expect when interacting with us.

Website Terms

If you use this website, you are agreeing to be bound by the terms and conditions listed in our Website Terms and any other laws or regulations which apply to this website.

Household Budget Calculator

Use this spreadsheet to estimate your annual household expenditure.

 

 

 

Attitude to Risk Questionnaire

The types of investments and insurances we recommend are closely related to how each client approaches risk.  Your answers aid in our initial discussions.

ID Requirements

Federal legislation requires us to identify clients for Anti-money laundering and counter-terrorism purposes. This fact sheet provides more details.

 

PEACE OF MIND

Integrity, trust and professionalism are values embraced by our team and appreciated by our clients.

As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia (FPA). We have met their rigorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.

Members of the Association of Financial Advisers (AFA) which is Australia’s oldest association representing financial advisers and their clients.

All advisers are members of the Financial Planning Association of Australia, Australia’s leading professional community of financial planners.

We are privately owned and hold our own Australian Financial Services Licence (244360).

Founding members of the Boutique Financial Planners Group, which advocates for privately owned financial planners.

Our advisers are registered with ASIC, which means you can independently review our team of financial professionals.

Registered tax (financial) advisers with the Tax Practitioners Board.