An overwhelming majority of the financial planners in Australia are licensed by institutions and banks.
We are Perth-based, privately owned and operated by the financial advisors who work in the business.
Our focus is on developing personalised and very effective investment, finance and tax planning strategies. We charge fees for our services rather than rely on commissions from products.
We have our own Australian Financial Services License. This gives us the flexibility to provide the advice our clients need rather than being restricted by an institutionally owned licensee.
Importantly, our advisors Stuart, Martin and Mike are CERTIFIED FINANCIAL PLANNERS®.
We actively manage our client’s affairs so they can focus on enjoying life and ultimately have choices. Choices about what job to take, whether to start a business, when to retire, whether to buy another property or invest in shares, or to take 3 months off and travel.