Why we do what we do
We believe in providing our clients with the financial freedom to live the life they aspire to. To do this we start by understanding the significant and important financial outcomes our clients are looking to accomplish, whether it’s to start a business , fund their children’s education, upgrade their home or climb Mt Everest! Once we understand what is important to each client, and it’s always unique, we can then begin crafting the strategies that will provide greater financial certainty in their lives. We believe this is a new world of advice – Certainty Based Advice.
Awards & Accreditations
- AFR Smart Investor Top 50 Honour Role – Financial Planning 2007, 2009, 2011, 2012
- Telstra Business Awards Finalist 2014
- Certified Financial Planner (CFP ®)
- Accredited Estate Planning Specialist (AEPS)
- Certified Exit Planning Adviser (CEPA)