QualificationsAdvanced Diploma of Financial Services
ServicesFinancial Planning Strategy & Statement of Advice Preparation
SpecialtiesRetail & Industry Superannuation Funds, Self-Managed Superannuation Funds, Income Streams, Investment Options, Retirement Planning, Centerlink Benefits, Aged Care, Risk insurance & Estate Planning
Our business philosophy
We provide a confidential, comprehensive and specialist service of a standard expected of any major metropolitan firm, in addition to the benefit that comes from dealing with a regional team of Accountants and Financial Planners. We provide our clients with the personal interest, regional knowledge and ease of access that is virtually impossible to achieve with a firm of city Accountants.