Enjoy
Real wealth is not about being rich. It's about making the most out of
life and what you've got. Our advice is not only about saving for later,
but also about freeing up time and money to enjoy the fruits of your
labour now.
There are several ways we can help you enjoy your life:
- Removing stress - the peace of mind knowing a professional is looking out for your finances.
- Resolving financial difficulties - couples and families can't agree on everything so having an third party to provide an objective and informed opinion can be a great help.
- Giving you more free time - we take care of the legwork, giving you more time to spend doing things you enjoy.
- Contentment - what our clients love most about our service is the feeling of knowing their finances are in order.
Contact
Suite 19, 42-46 Wattle Road
PO Box 1231
BROOKVALE NSW 2100
Phone: 02 9938 3833
Fax: 02 9939 5104
Click here to contact us or make an appointment at either of our Brookvale or CBD offices.
Links
News
Investment Update
View an update on the economy
Monthly Technical Update
View the latest edition
inTouch magazine
View the latest edition of our quarterly magazine, inTouch
Advice saves money
View a recent article from the Sydney Morning Herald Money section
Rewriting the Retirement Rules
View a recent article from the Sydney Morning Herald Money section
Professionals
If you need other services, we can refer you to an appropriate professional, such as an accountant, solicitor or mortgage adviser. Please contact us
Self Managed Super gets serious
View more
Keeping You In Touch (KYIT) Client Functions
KYIT presentations are held twice each year for our clients and their friends generally in May (Post Budget) and November (pre-Christmas).
Your adviser and special guest speakers will discuss topical financial and lifestyle subjects of interest. Our client referral prize is also drawn.
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