About Us, About You

We provide advice from life insurance and superannuation to full financial planning. We also work with associates in accountancy and taxation as well as mortgage brokers, stockbrokers and solicitors to ensure that the strategies work together to provide financial solutions.  

Who are our clients?  Employees, successful business owners, tradies, accountancy and medical professions. 

After analysing your current situation and discussing your goals and objectives, we will create a strategy that combines wealth creation, protection, minimise tax and risk. All to your 'comfort' level or risk profile.

Fees

Our preferred method of remuneration is fee for service with no entry fees for investments. In this way you can be confident that you are paying for advice and not being 'sold' a product. We will inform you of the cost of the Statement of Advice [Financial Plan] before we proceed and this will be based on the complexity and number of hours. Once you receive the strategy and are happy to proceed, we can assist with implementation or you can use your own adviser or yourself.

Most clients' financial strategies are very 'patchy' having grown ad hoc over the years. Investments added here and there, taxation planning not effective, debt or assets not structured correctly.  

If you feel that now is the time to co-ordinate your financial future - lets talk.

Principal

Brett completed Financial Planning studies through Deakin University and the FPA, graduating in 2002. He was admitted as an Associate Practitioner Member of the FPA in 2006 and has completed post graduate CFP qualifications and Life Risk Specialist (LRS)

He is licenced as an Authorised Representative of Pivotal Financial Advisers Limited.

ASIC Individual Authorised Representative No 265081