Who we are
Whether you’re an investor, accumulator or transitioning to retirement, we create a tailored investment strategy drawing together a range of options to simplify your life, clarify your future and provide financial comfort.
We are not biased towards any particular product, fund manager or investment manager so we offer a freedom of choice that ensures we find the best fit for your needs.
We work closely with our clients to ensure long-lasting relationships and are proud to have wonderful ongoing dealings with real, down-to-earth people, not mere account numbers. Perhaps that’s why we rate very highly in client satisfaction. Our relationships with clients compound to take many of you from accumulation through to retirement.
Financial planning you can trust
We’re a no-nonsense firm that is well-known for bringing absolute clarity and confidence to our clients with jargon-free explanations of our planning solutions.
We understand the issues of stress over financial security. We also understand that some people have wealth but are overwhelmed by the thought of making the wrong decisions and risking their financial future.
Financial stress is no joke and we take your concerns and trust seriously. Our goal is to help you achieve a sense of comfort and confidence that your portfolio is safe and working hard for you.
Our process
1
Our initial consultations are typically free. No sales, no pressure just a discussion on how we can be of assistance. You don’t even need to come into our office, we will happily discuss your situation via video conference or phone call if you prefer.
2
Once we have developed an understanding of your needs through our comprehensive Fact Finding process, we formally run through how we help clients, and commence work on your personalised Financial Plan (Statement of Advice).
3
Upon your acceptance, we’ll manage any transfers, establishment or strategies on your behalf and get the job done quickly and efficiently. You won’t have to worry about a thing.
Once you accept our advice, you still have options. You can enjoy an ongoing service package tailored to your personal needs including implementation and ongoing monitoring of your strategy including an annual review. Alternatively, we can just implement your plan or to end our advice engagement. The choice is yours.
We keep it simple. We minimise risk. We ensure that value to clients is our priority. We keep it simple. We minimise risk. We ensure that value to clients is our priority. We keep it simple. We minimise risk. We ensure that value to clients is our priority.
Our advisors
Steve Clarke
Graduate Diploma of Financial Planning (GDFP), Master of Business (MBus)
Authorised Representative No. 433860
Steve has and continues to partner with over 250 clients in all life stages to plan their futures and maximise their investments.
His approach is clear, concise, friendly and simple without being over-technical. His skill is developing and explaining complex strategies in everyday language He’s personable, knowledgeable and experienced, especially when helping you transition to retirement and reaching those investment milestones.
Garrett Woods
Graduate Diploma Financial Planning (GDFP), Bachelor Applied Finance (BAppFin)
Authorised Representative No. 1270547
Due to his accounting background, Garrett has assisted his clients in small businesses with all facets from superannuation to tax efficiency. His foundation in taxation is invaluable when aligning your financial strategy with tax minimisation. His approach is patient, understanding and personable. Garrett is continuing his accreditation as a Master of Financial Planning.
He’s an expert in navigating the complexities of retirement and creating tailored and realistic plans to enable you to live the life YOU want.
Meet some of our happy clients
