We were formerly a financial services practice providing advisory services to investors, and now we merely faciltate referrals for such services to financial advisors that are licensed to provide financial services as authorised representatives of licensed advisory firms.

Our staff have broad business experience that gives them a unique ability to understand your specific needs. In addition to formal tertiary and industry training our consultants also have experience in retail banking, general accounting, stock broking, taxation planning, superannuation, funds funds management, small business management and management consulting. This enables them to see beyond the regular financial planning aspects and consider the "bigger picture" when servicing your needs.

We also maintain close relationships with a network of professionals providing supplementary services via referral - such as legal, accounting, insurance, personal lending, recruitment, management, mortgage and property consultants.