Finance Planning Services

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We provide quality, personalised and understandable advice and strategies on all your investment matters.

Such investments might include cash, term deposits, bonds, managed funds, direct shares and property.

We operate on a fee for service basis so no nasty ongoing fees you aren’t aware of. We provide you with a very open and transparent service. 

We also have an ever-expanding approved product list of investments so we are not bound to push certain products. Our strongly researched and approved list even includes industry super funds.  It’s all about what’s best for you.

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.

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

portfolio. Learn more about the services we offer here.

Protecting you and your loved ones in times of crisis.

We can assist you in effective planning for such matters.  This can provide significant peace of mind during your retirement years.

We can help you and your family to navigate the complexities associated with a loved one entering Aged Care. We are even accredited by the Financial Planning Association of Australia (FPA) as an ‘Aged Care Specialist’. 

We offer assistance and personal consultations regarding Centrelink matters to help you through any questions or issues that you might have. You can even authorise us to act on your behalf. 

Learn more about the Centrelink services we offer here.