As a referral only firm, we offer an initial meeting (at our cost) to those referred to us by our clients, accountants and solicitors.
“We understand appointing a wealth management firm is one of the most important decisions you will make. We take the time to get to know you, as well as your priorities and objectives, so that we can develop personalised plans to meet your needs.”Martin Silec, Director
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.