We offer specialist financial planning advice for pre-retirees, retirees, wealth accumulators and families in and around the area. We also work with selected clients at Sydney CBD offices and interstate clients via a combination of face-to-face meetings, telephone meetings, email and post.
All financial planning advice is personal and specific to you.
Wherever possible we charge on a fee-for-service basis and do not accept trailing commissions on clients investments. Instead, clients pay an agreed fee for ongoing services. As such we are not interested in ‘transaction only’ relationships and look for a long-term ongoing relationship with our clients.
We are a privately owned and operated practice, are active supporters and a member of the Financial Planning Association (FPA) and the Self Managed Super Fund Professionals Association of Australia (SPAA).
We are authorised representatives of Securitor Financial Group Ltd.
We can recommend and advise on any public offer investment that the independent investment analysts Standard & Poor's consider as investment grade (currently more than 1,015 investments).
We can recommend and advise on any industry or non-industry superannuation or allocated pension fund that the independent investment analysts Chant West consider as investment grade (currently more than 64 funds).
We can recommend and advise on any Australian share listed in the ASX-200