About Me

My field is the area of holistic financial advice.

If you are uncertain about the world of money and financial advice then feel free to make a time to call in and discuss your concerns and preferences.

My business operates under hourly-rate or fixed-fee advice and services, with clients determining what best suits their requirements. There is no requirement for ongoing fees or lock-in contracts.

We do not own nor have a financial interest in the products we research or recommend. Our Approved Product List includes all Industry Funds, Government and large corporate super funds.

We deal with both retail and wholesale investors, and are happy to provide a second opinion or input on broader decision-making processes, and are comfortable working with your other professional advisers.