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.

Estate planning

Eliminate uncertainties and help increase the value of the estate by reducing taxes and other expenses

Wealth creation

Build financial security now to enjoy your lifestyle in the future

Retirement planning

Create strategies to help you maximise your retirement savings

Business services

We help you develop a business services strategy to help you achieve your financial objectives

Aged care

Need to make a decision about aged care for yourself or a loved one? Minimise the stress for you and your family

Risk insurance

Ensure you’re financially secure with our wealth protection strategies

Self-managed superannuation funds

Control how you invest your super benefits

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.

Advice

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…

Advice

Understanding changes to granny flat arrangements

On 1 July 2021, a new capital gains tax (CGT) exemption was introduced for certain granny flat arrangements,…

Economic Updates

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…

Advice

Can social media affect our spending?

Social media could influence us to spend impulsively. Can social media use be linked to spending? Research shows…