Our qualified advisers, Tim Dale, Michael Anderson & Maggie Johnson, will meet with you to understand your needs so they can develop a tailored financial plan to set you on the right path to achieve your goals.
Once these plans are implemented, your adviser will manage and review your strategies as your life changes, so you stay on track no matter what the future holds.
Our team has a combined experience of over 40 years of giving quality financial planning advice.
We specialise in providing advice on:
- Protection of your family/business which includes Personal Risk Insurance and Business Risk Insurance with products such as Life, Total Permanent Disablement (TPD), Trauma and Income Protection. We use all the major life insurance companies in Australia such as Westpac, TAL, OnePath/ANZ Bank, MLC/NAB Bank, AIA Australia, CommInsure/CBA, AMP, Zurich and Macquarie to name a few.
- Wealth / Investments including Superannuation, Pension, SMSF and General Investments. Let our team of Financial Planners style an Investment Strategy which matches your Investment risk profile – then implement the plan through a plethora of Investments Companies.