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, Bank or other Institution, our advice is tailored to your specific situation.

Our product is our advice. For new clients we offer:

* Quotation before any work done.
* Capped, fixed fees not linked to how much you have invested.
* Complete service, including liaison with government bodies on your behalf.

We are one of a handful of firms in Australia providing advice on that basis.

We do not operate any or promote any associated investments and only use main-stream, well known, low cost investment products when required. These products are used, not sold. In most cases, we don't believe Self Managed Superannuation Funds are suitable products.

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.

* Commissions may be payable on existing products or products we "take over" from previous advisers. These are accounted for and credited in our fee arrangements with clients. In some cases, where those non variable commissions exceed our agreed fees, you may be entitled to a refund.
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Ph 9381 1964 or Click Here to take you straight to the enquiry page.

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Updated Masterclass Information Package

(For attendees of the 18/2/2018 Masterclass)

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