Expertise, experience, and industry knowledge
Having been in the financial services industry for many years we are aware of the important things to look out for when helping clients through whatever is concerning them financially. We can also project manage certain aspects of a client’s financial situation by being the trusted person by your side to assist when you are time poor or overwhelmed by the task at hand.
We have a panel of like-minded professionals that we work closely with to ensure we can offer a wholistic approach to a client’s needs. We have access to a range of Lawyers, Accountants, Mortgage Brokers, SMSF Administrators, fund managers, Real Estate Agents, property managers, Community workers, home service providers, retirement living organisations and Aged Care providers to assist our clients with their financial and lifestyle journey. We also work closely with several other local Financial Planning firms to either compliment services to their clients or they assist us in the delivery services that we do not provide, such as Insurance advice etc. We are well connected in the industry and if we don’t know the answer to your question, we know someone that does.