We are expert advisers for your situation and life stage
Public Servants, CSS, PSS & Defined Benefit Members
Are you looking for an adviser that understands your defined benefit scheme?
Having prepared the financial plans for more than 500 public servants and defined benefit super members our Principal Adviser is one of Sydney’s leading defined benefit super experts.
Pre-retirees & Retirees
Are you planning to retire in the next 1 to 10 years or are you already retired? Need advice from one of the best?
Our Principal Adviser is an expert in super advice and retirement planning. He is one of the most highly qualified advisers in Australia holding three university degrees and two professional designations.
Professionals & Wealth Accumulators
Are you in the early to mid-stage of building your wealth & need some guidance?
Formulating wealth accumulation & investment strategies is a passion for our Principal Adviser. He is also experienced in wealth protection advice to provide you and your loved ones with greater peace of mind.
Our Advice Process & Services
Our Initial Advice Process
Our initial advice process is designed to be straight forward and to provide high value outcomes for our clients. We have summarised the initial advice journey in an easy to follow flowchart.
Our Retainer Client Advice Service
A great advice service should be straight forward. We offer an advice service to our retainer clients for a straightforward flat dollar fee that is customised to your advice complexity and service requirements. This provides you with a simple transparent arrangement with no surprises.