We are specialists in Financial Planning and we work closely with your chosen professionals.
Being a self Licensed Financial Planning firm since inception, we have set ourselves apart from the Banks, Financial institutions and Industry fund driven advice.
We work with similar trustworthy, ethical accountants to provide seamless support to our clients. How we do this, is by taking the time to get to know our clients so that we can provide strategic and ongoing advice to ensure they are utilising any entitlements and advantages to their maximum potential.
We consider all aspects of their circumstances and provide advice holistically by providing the appropriate strategies to protect their business through adequate succession planning, building their wealth, investments and superannuation and working hand in hand with their accountant to ensure their strategy is woven together and actioned, seamlessly and effortlessly on their part whilst remaining tax effective where possible.
Please contact Andrew Chan ('98) for an obligation free discussion on firstname.lastname@example.org or 0414 868 718