Partners in Planning

We are a team of committed professionals who believe in sound and professional advice. We firmly believe in our motto ‘Not all financial planners are built the same’.

We follow fundamental investing principles and focus on the protection of your lifestyle. We are small enough to care BUT big enough to be around for the long haul.

We are individually owned and treat each client as an individual not just a number, we don’t believe in a product being a solution but in a strategy solutions.

We own and operate our own Australian Financial Services Licence and can freely decide on the advice and strategies that are right for you.

We are not owned or controlled by a bank, superannuation fund, union or insurance company.

This allows us a perfect foundation for our advisers to use their professional judgement when making recommendations to clients.​