Dear Anthea
Thank you for taking such good care of my money and of me! Regards
Judi

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Dear Anthea
Thank you for guiding us through to a wonderful lifestyle
John and Edith

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Dear Anthea
We, Ron and Joy would like to inform of our absolute satisfaction with the expertise in which you have handled our financial affairs over the last 10 years or so.....

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Our ongoing service

Our strategic advice works to give you the best probability that your financial goals are successfully achieved over the long term. It focuses on developing strategies that take advantage of your circumstances as they change throughout your life. By developing an ongoing relationship with you we gain a greater insight and understanding of your financial position and continually assist you in making the most of what you have.

 As part of our ongoing advice service we review many aspects including

  • Have your circumstances changed? Building and maintaining wealth is an ‘ongoing journey’.
  • Are you progressing towards achieving your goals? What advice do you need to stay on track?

We work in partnership with you to achieve your agreed goals.

Through education, appropriate advice and partnership, our ongoing advice keeps you on track. We are proactive. We are continually looking at ways of making the most of what you have.

Our services include

  • Strategic reviews
  • Review of goals and objectives
  • Identification of changes to personal circumstances
  • Review of existing investments
  • Cash flow analysis
  • Portfolio valuation
  • Dedicated customer service representative
  • Retirement planning
  • Special event/legislation change notification
  • Liaise with Centrelink on your behalf
  • Liaise with other professionals on your behalf
  • Priority access to financial planner
  • Financial Planning Services extended to your family
  • Review of Estate Planning needs