About Us
We are a full service financial planning practice based in Parramatta. We offer financial planning, superannuation, investment and life insurance services and we cater for a wide range of clients.
Why pay for financial planning services you don't need?
You don't buy a whole chocolate cake, if you only want one slice - so why should it be different with financial planning. Only pay for the "slices" that you need.
Our fixed fee financial planning services do just this, as you can pick and choose the services you need. Because we are fee based, you do not need to make any ongoing commitment (or pay commissions for a relationship you may not require). Also we have no "sales" targets to any institutions; so we put your interests first.
If you are a member of an "industry" fund, operate a self managed superannuation fund, or you have not received financial advice for a few years, you can just choose the services you need. Say you want to check your "retirement strategy", why pay for "investment advice" if you don't need it?
