We are financial advisory and portfolio management specialists who provide a personalised service for a wide variety of client needs. We offer a professional and friendly environment to discuss your current financial situation and your future lifestyle and goals.
Experience: Our principal consultant, Gordon McRoberts has over 27 years of experience within the finance industry. We’ve seen the good times and the bad and we know how to help you get through the downturns.
Free, no obligation initial meetings: We do our best to provide a comfortable environment to discuss your current financial situation and your future lifestyle and financial goals.
Genuine lifestyle approach: We’re here to help you live the life you want to live! Decide what income you desire and we will make a plan.
Accessibility: There is open access to your Adviser as required, along with our technical Paraplanner and friendly Client Service Managers who are dedicated to managing your portfolio.
For our travelling retiree clients: We do business with you wherever you are. Full access to us via phone, email or our website should you wish to undertake your reviews or obtain recommendations from us whilst you are ‘on the road’.
Specialist knowledge: We offer services on all areas of Financial Planning including superannuation (including SMSF), cash flow management, personal risk insurance, direct equities, taxation, estate planning, expatriate advice services and wealth accumulation.