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.
View allEstate 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?
Learn MoreArticles
Read the latest news and articles on products and services within the financial services industry.
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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 quarters in the wake of COVID-19¹. If you are facing a possible redundancy at work due to the aftermath of COVID-19, or a company restructure, this is considered a significant life event that may impact your career, family, mental health and financial wellbeing.
Understanding changes to granny flat arrangements
On 1 July 2021, a new capital gains tax (CGT) exemption was introduced for certain granny flat arrangements, making it easier for older Australians to enter formal granny flat arrangements with the added protection from possible financial abuse if circumstances within the family change.
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 JP Morgan Markit Global Composite PMI remaining positive.
Can social media affect our spending?
Social media could influence us to spend impulsively. Can social media use be linked to spending? Research shows it can. For example, one study found that social networks such as Facebook and Instagram can motivate impulsive buying behaviours.¹ But how does social media affect our spending?
