Life Events

At different times of life, everyone can use a bit of extra guidance.

We can offer you information pertinent to events in your life that can impact and affect your financial situation.

If you need more information about an event select a topic from the list below or contact one of our professional advisers.

Investing

Financial information to help you make the right decisions and avoid costly mistakes when investing.

ebookSelect a free eBook from our collection related to Investing

Retirement

Financial information to help you to plan for a comfortable lifestyle after you stop working and are in retirement.  

ebookSelect a free eBook from our collection related to Retirement

Buying a New Home

Financial information to help you plan and afford the purchase of new home, to suit you both now and in the future.

ebookSelect a free eBook from our collection related to Buying a New Home

Buying and Selling a Business

Financial information to assist you to make the right decisions and avoid costly mistakes when buying or selling a business.  

ebookSelect a free eBook from our collection related to Buying and Selling a Business

Relationships

Financial information to help you understand aspects and considerations that may impact you in your personal relationships.  

ebookSelect a free eBook from our collection related to Relationships

Careers and Career Changes

Financial information to assist you to better understand considerations around choosing or changing a career.

ebookSelect a free eBook from our collection related to Careers and Career Changes

Relocating to Australia

Financial information on a range of regulations, rules, taxes to consider and be aware of, when moving to Australia.

ebookSelect a free eBook from our collection
related to Relocating to Australia

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Ask a question

Do you need a quick answer to a financial concern?

Send us an email using this form and we will answer you as soon as we can. With offices in the Sydney, Melbourne, Brisbane and Canberra CBDs we provide financial advice to those that live in these metropolitan areas and use the latest video conferencing tools to serve clients in more remote areas.

Please take a moment to fill in the following form:

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Make an Appointment

Make a free appointment with one of our experts.

There is no cost to the first introductory meeting. If we believe we can help or do the work you are looking for, we will quote you a fixed fee. The purpose of the first meeting is twofold:

  • for you to tell us what type of advice you are looking for and assistance you need,
  • for us to explain how what we do may be of assistance to you.

Examples of work we do:

  • Comprehensive financial plans and investment strategies
  • Advise on retirement
  • Provide specific strategies, such as:
    • How to buy property in a super fund
    • How to set up Transition to Retirement strategies
    • How to set up and administer an SMSF
    • How to select and buy a specific investment property

Benefits of financial advice:

  • Avoid costly mistakes
  • Save time
  • Provide clarity about the future and peace of mind.

In exchange for a small amount of your time you can find out what we have to offer. Take the next step and book today; you will be glad you did.

Locations:

Sydney Head Office:

Level 5, 95 Pitt St

Sydney NSW 2000

T: 02 9248 0422


Brisbane Office:

Level 19,

10 Eagle Street

Brisbane QLD 4000

T: 07 3121 3189


Canberra:

Level 9, New-Acton Nishi

Canberra ACT 2601

T 02 6243 3628

Request an appointment

Make a free booking with an expert today.
Locations:

Sydney Head Office:

Level 11, 95 Pitt St Sydney NSW 2000

T: 02 9248 0422


Brisbane Office:

Level 19, 10 Eagle Street Brisbane QLD 4000

T: 07 3121 3189


Canberra:

Level 9, New-Acton Nishi 2 Philip Law St,  Canberra ACT 2601

T 02 6243 3628


Appointment Form - General

Request an appointment

Make a free booking with an expert today.