We provide a wide range of financial planning services to all of our clients. We enjoy access to a huge reservoir of technical expertise and practical experience and we love sharing this resource with all of our clients.
Our expertise ranges across investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.
Director And Financial Planner
Steven has a vast array of experience with Life Insurance, TPD and IP claims. If claims do not go to plan, Steven can assist with lodging a complaint with the insurer and even going all the way to AFCA if need be. Steven’s Dad pointed out that his dual passion for Insurance and Retirement Planning made sense. In both situations, the event calls for a high degree of care, dedication and consistent delivery – in good time and bad – with little room for error. Steven considers himself a “rainy day adviser”.
Gail's experience with customer service and business is invaluable. She makes sure our processes are running efficiently which allows us to spend more time with our clients. Gail also looks after our clients on claim, and makes sure the insurers are on top of payments.
As an Actuarial student, Jonathan brings an analytical mind to our team. With a keen interest in investments and the advice process, Jonathan assists us throughout the week as a paraplanner.
Jodi's attention to detail is unrivalled. As our in-house Compliance Manager, Jodi assists Gail in ensuring we are delivering a high quality of advice to our clients.