Our aim is to help you create the wealth you need for the future and to protect your loved ones along the way. With over 25 years experience in the Financial Planning industry we can offer a wide range of financial services.
We offer a wide range financial services including
Financial Planning, Insurance, Accounting, Property, Wealth and Debt Reduction.
Do you need help getting your finances under control?
We provide a wide range of Professional Financial Planning services including:
A Complete Financial Plan will ensure:
Is your family protected if something was to happen to you?
We can assist you with a range of insurance products.
Our Insurance Products include:
We provide a full range of Professional Accounting Services for individuals, business and companies.
Our Professional Accounting Services include:
Do you need help with an investment or home loan?
We can do the shopping for you to find the best loan rate and help organise your loan.
Our Property Financial Services include:
Where do you want to be in 20 years time?
We can help you prepare for the future so that you can live the life you want to live.
Wealth Services that we can advise you on include:
Is debt overwhelming you?
Talk to us about reducing your debt so that you can start working smarter and not harder.
Our Debt Reduction Services include:
We start by together completing a questionnaire to gather information about you and your financial goals. Please click the Full Fact Finder to help prepare you for your obligation FREE assessment of your current situation.
This information provides us with an understanding of the background of your current situation, and may open doors to strategies to develop your own personal financial plan.
Next we together identify the issues and opportunities where you may require further advice regarding your chosen direction. These specific strategies and advice are incorporated into your Financial Plan as a detailed Statement of Advice (SOA).
Once your SOA has been prepared, your Adviser will then meet with you to present the Financial Plan for a detailed discussion about the recommendations, strategies and your proposed situation.
Once you have considered our advice and decided to proceed with some or all of our recommendations, we will ask you to sign an “Authority to Proceed” to enable us to implement the agreed strategies and recommendations contained in your Financial Plan.
This may include attending meetings with your other professionals such as accountants, finance brokers, bankers and lawyers. We will also facilitate all necessary rollovers, redemptions, investments and risk insurance underwriting.
We provide and highly recommend an ongoing review service. The frequency of reviews depends on the complexity of your situation and the level of involvement that you would like us to have.
Typically, a financial review will include updating of your liquidity and cash flow positions, strategic asset allocations, corporate & tax structures, and reviewing your levels of personal risk insurance. We will also provide updates and/or Product Reviews of your various investments.
With over 33 years experience in the financial planning industry, we are ready to provide you with any financial advice you need.
David specialises in:
David has been in the Financial Planning Industry since 1985. David specialises in the Risk Assessment and Insurance, Superannuation and Retirement Planning He is also able to provide advice in all areas of Financial Planning.
Alex can help you with:
Alex’s specialty is Debt Consolidation for both individuals and businesses including reducing payments, line of credit and overdraft debt. Alex can also provide advice on a wide range of Property Loans including Home Loans and Investment Property (both commercial and residential) for the purpose of reducing tax or creating wealth or both.
Joyce can organise:
Joyce has over 20 years in the industry as a personal assistant and provides support to the team.
Akis provides advice in:
Akis is an extremely well qualified Accountant whose reputation is built on the quality of service he offers to business and personal clients. Akis is able to provide solutions in matters of accounting, taxation and Self-Managed Super Funds. Akis Mina, with his broad commercial and public practice experience, can guarantee clients a high quality, cost effective and personalised service.