We are a financial planning business based in Caringbah and have been providing professional planning advice since 2001.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

It is our belief that too many Financial Planning firms (and clients) concentrate on issues that are uncontrollable, particularly investment markets. This distracts attention from important issues that can be controlled such as the management of investment strategy, risk, debt, cash flow and Estate planning. By controlling the variables that can be controlled and shifting the focus away from the uncontrollable, we work with the client to ensure their life goals are achieved.

Because we believe Financial Planning is about much more than money, our advice is not based on investments (i.e. commissions). Instead, our comprehensive service offers fee-based advice on:

  • Wealth creation
  • Wealth management
  • Estate Planning
  • Risk management
  • Salary packaging
  • General investments
  • Superannuation including Self Managed Super Funds
  • Debt management
  • Taxation management
  • Centrelink eligibility
  • Lifestyle asset management
  • Retirement planning
  • Aged Care facilities
  • Financial coaching

So…. what keeps you awake at night?

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/ Financial Services Guide.