Unique Benefits Our Customers Can Count On

Financial Planning is for everyone, whether you have just started out in your career, own your own business, are an employee or are nearing retirement. Without a structured and accurate financial plan, your potential wealth may not reach its full potential.

How We Can Help You

| for new and existing clients |

Check out our how we can help you page to discover all the ways we can help you achieve your financial goals.

5 Minute Financial Health Check

| for new and existing clients |

Take our ‘5 Minute Financial Health Check’ for a quick guide to your current financial condition.

About You Questionnaire

| for new clients |

Complete our ‘About You Questionnaire’ to help provide insight into your current financial position.

Changes Questionnaire

| for existing clients |

Complete our ‘Changes Questionnaire’ to let us know of any changes in your life that should be considered.

Client Testimonials

Having run my own private medical practice and being employed in the public hospital system, I was focussed on caring for my patients rather than properly managing my financial affairs.

As I approached the last 10 years of my working life I knew I had to get my finances, and my spending, under control.

John helped me to fully explore and understand my particular financial situation in a warm, friendly and clear way.

His deep understanding of the complex Australian superannuation laws enabled him to put a financial plan and investment strategy to me which was tailored to my particular situation, opportunities, needs and life stage.

We have focussed on cash- flow strategies to build savings which have weathered the GFC storm and continued to grow enabling me to be ready to be a self-funded retiree. I grew these savings whilst still enjoying a happy lifestyle which I will continue to enjoy after I retire.

The outcome of John’s financial planning has been wonderful, surpassing all my hopes and expectations.