
Financial advice made simple
Established in 1991, we are a boutique financial services firm offering services to small to medium size businesses and individual clients. Based in Flemington, Victoria, we pride ourselves in providing a high level of personal service.
About Investor planning
Our trusted professionals will look after your financial needs from superannuation and retirement planning, to investments and insurance.
Call us today for a 30 minute complimentary initial consultation. We will provide you with an insight into our business and the services we can provide.
We pride ourselves in offering a professional, friendly service. It is our goal to build a strong long term relationship with you.
Our services
We will assist you with managing your short and long term financial needs, from starting out in the workforce, through to planning for retirement.
Aged Care Financial Advice
Need to make a decision about aged care for yourself or a loved one?
Articles
Read the latest news and articles on products and services within the financial services industry.
Navigating your way through a redundancy
The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020…
Understanding changes to granny flat arrangements
On 1 July 2021, a new capital gains tax (CGT) exemption was introduced for certain granny flat arrangements,…
Quarterly Economic Review – 30 June, 2021
The COVID-19 pandemic remains a major feature on the global stage, although global economic recovery continues, with the…
Can social media affect our spending?
Social media could influence us to spend impulsively. Can social media use be linked to spending? Research shows…