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

Our team of very experienced planners, is well known for providing straight forward, practical and conservative advice.

Over the past thirty years, we have helped hundreds of individuals and families to reach their financial and personal objectives by guiding them through the maze of choices in a sensible, realistic and cost effective manner.

While we can provide advice on almost any investment, take comfort from the fact that we have no association with any financial institution, organisation or product of any sort. Quite simply, it’s what’s best for you, not what’s best for us.

The product we sell is our considerable experience, knowledge and advice.

Whether it’s just getting your finances under control, setting up for retirement, navigating your way through aged care or dealing with an unexpected windfall, our team of university qualified financial planners, economists, accountants, ex-centrelink managers, finance and tax experts are here to help you make the most of what you have.

Unlike other financial planning firms we offer:

* Complete service, including detailed strategies to make the most of our complicated tax, superannuation, retirement and aged care systems.
* Direct liaison with investment managers, product providers, government departments and others on your behalf
* The use of mainstream, low cost and third party researched investments (if required).
* Quotation before any work done.
* Capped and fixed flat fees.
* No commissions* or percentage based fees received on any investment or product, including any form of insurance.
* If we can't genuinely add value to your circumstances and show you how, we'll tell you.

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

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.

* If we cannot arrange a reduction in premiums on insurance, we fully refund all commissions received directly to your bank account. That includes your existing insurances which can sometimes total thousands per year.
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