Our principal consultant, Lawrie O’Neill has over 20 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.
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’.
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, aged care financial advice and wealth accumulation.
Strong professional network
We work with your solicitor and accountant to get the best result for you.
Free education seminars
We hold a number of free seminars on a range of topics throughout the year that may be of particular interest to you.
In recent years our team has supported – Australian Red Cross Blood Service, Victorian Bushfire Appeal, Salvation Army Red Shield Appeal, Sideffect, Muscular Dystrophy WA and the City to Surf fun run.