Welcome to one of Australia's most respected and trusted financial planning firms.

Our team of very experienced planners, is well known for providing straight forward, practical and conservative advice. As one of the few planning firms in Australia with absolutely no ownership links to any Fund Manager, Product manufacturer, Bank or other Institution, our advice is tailored to your specific situation.
Quite simply, our product is our advice.

For our clients we offer:

* Quotation before any work done.
* Capped, fixed fees not linked to how much you have invested.
* No commissions received on any product, including any form of insurance.
* Complete service, including liaison with government departments on your behalf.
* If we can't genuinely add value to your circumstances and explain how, we'll tell you.

Total and complete transparency. One of a handful of firms in Australia, that operate on that basis.

We also do not operate or promote any investments associated in any way with our firm.
We only use main-stream, well known, low cost investment products when required.

Quite simply, we use financial products, we don't sell them.

No commissions*, kickbacks or nasty surprises. Just good advice based on knowledge, wisdom and research.

Whether its retirement, redundancy or just getting a handle on your finances, why not join the hundreds of other West Australian families that trust us to help them?

Call to talk to one of our planners now or follow the links above to find out a bit more about us.

* We are in the final stages of a program which will see all clients (some going back nearly 30 years) moved to a flat fee, capped charging system. No exceptions. All clients will be on a fully transparent, adviser fee system where you can discontinue our fees if we don't keep our promise.
To register for the next Masterclass click Here

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Ph 9381 1964 or Click Here to take you straight to the enquiry page.

We're looking to expand our team of professional planners. Interested ? Click Here

Updated Masterclass Information Package

(For attendees of the 17/2/2019 Masterclass)


To order the latest edition of Don't Panic, click Here