Is financial advice right for me?

A common misconception about financial advice is that you have to already be wealthy to access it, which couldn’t be further from the truth. While many firms charge fees that can exclude potential clients, but we always try our best to tailor a service package to suit you.

I’m not sure if I need personal or general advice?

We offer a complimentary first appointment to decide what your needs are and how we can work together moving forward. Speak to our friendly reception staff about scheduling a consult with us today.

Do you offer property advice?

No we don’t, this is outside the scope of our authority. We can offer advice on investing in the property sector of the share market if appropriate.

Do you recommend a Self Managed Super Fund (SMSF)?

This is another aspect of finance we do not offer advice on. Try speaking with an accountant about an adviser they might recommend for this, as accountants and advisers usually work closely on these funds for you.