Client's Referral

retirees walking

95% of our new clients come from referrals by our existing clients.  Experience has shown that the best way to find a financial adviser is a referral from a friend or colleague.

You may know somebody who:

  • Lacks the time to become financially organised
  • Is starting a business or changing jobs
  • Has a young and growing family
  • Wants to build wealth but is unsure on how to do it
  • Is nearing retirement or is retired
  • Is selling a major asset
  • Has ageing parents
  • Is struggling with ever changing rules and regulations to Centrelink benefits

We would appreciate the opportunity to assist your friends, family or business colleagues in any way we can.

In order to assist our clients, we offer a wide range of integrated financial services, including:

  • Redundancy advice
  • Pre and post retirement planning
  • Superannuation strategies
  • Centrelink advice
  • Personal insurance planning and advice
  • Estate planning facilitation
  • Debt reduction strategies
  • Education funding