Products and Services

“All staff seem to be kept up with the latest rules and regulations so know their area of business. If we ask a question we either get a complete answer immediately or, in rare cases, via a callback message or email so after. The staff are always friendly, the coffee is great and the social events are much appreciated. Werner takes a real interest in his clients as friends rather than just customers.” – Jack and Anne

Your investment in our services

We consider our fee structure to be fair and competitive, reflecting the ongoing nature of the relationship between us, our company and our clients.

During the initial consultation we discuss your needs and any fees applying thereafter are explained at this appointment.

We offer a broad range of services tailored to your needs, they include:

  • Designing a Personal Financial Plan
  • Wealth creation planning
  • Direct share investments
  • Aged Care Advice
  • Business planning
  • Pre- and post-retirement planning
  • Estate planning
  • Centrelink benefit planning
  • Income and asset protection
  • Investment portfolio management and review

A comprehensive range of products for your Financial Plan

  • Shares, unit trusts and tax effective investment bonds
  • Superannuation funds
  • Retirement pensions
  • Life insurance products – death, total and permanent disability, trauma and income protection benefits

Backed by other professionals

To help you to achieve your life’s goals we use the services of fund managers and insurance companies with a proven track record.

They provide the products and technical support that enable us to analyse the impact of legislative and taxation changes on your portfolio.