Finance Planning Services

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Including account based pensions and 'Transition to Retirement' advice. 

A high level engaged process and no, we DON’T outsource our work overseas. All your accounting work is conducted by our team in Leongatha. All of our SMSFs are independently audited by ASIC approved auditor, Michele Beattie of JCMB Consulting Pty Ltd, who is based in Inverloch.

We operate on a fee for service so no nasty ongoing fees you aren’t aware of. You invest in our time only we are providing you a service.  

We also have an open approved product list  (APL) of investments so we are not bound to push the products that our shareholders might want us to. It’s all about what’s best for you! 

Protecting you and your loved ones in times of crisis.

Shares and Exchange Traded Funds (ETFs) can form an important part of a diversified investment

portfolio. Learn more about the services we offer here.

Including Term Deposits, Managed Funds and Direct Shares. 

Learn more about the Centrelink services we offer here.