Who we are
Our approach ensures that we can deal with a wide range of clients – from those that want one off advice through to those that want us to be involved in all aspects of their financial affairs.
Broad range of services
We provide a broad range of services with each component priced separately. This means that we are able to offer a solution that is specifically tailored for you and importantly, you only pay for the services you actually need.
We are a boutique practice based in Perth, which means that you have easy access to local people when you need them.
Advice without restrictions
We hold our own Australian Financial Services License. This means we can advise you without the restrictions that come with institutional licensing.
Owned by staff
We are wholly owned by staff. This means that you know we are sitting on your side of the table rather than pursuing the agenda of a third party owner.
Being a Certified Financial Planner, Chartered Accountant and SMSF Specialist Adviser provides you with certainty that you are receiving comprehensive advice.
Independently researched solutions
We have consciously made the decision to not manufacture our own products and therefore we are able to recommend the best independently researched solution for your portfolio.