Our Services

We offer a range of services to assist our clients secure their financial future. Our services include:

• Financial Planning   This involves a meeting with one of our advisers to assess your financial planning position and requirements. If you decide you wish to proceed with detailed advice tailored to your situation then you will receive a Statement of Advice.  A Statement of Advice is a detailed document which provides you with a financial strategy to meet your financial requirements.  This service is provided on a fee for service basis. 
   
• Salary Packaging   We provide a one hour appointment to set up your salary packaging needs. We then liaise with the salary packaging provider to implement your salary packaging. This advice is provided on a fee for service basis. 
   
• Risk Cover   We can assist clients to implement term life (death) cover, total and permanent disability cover, trauma or critical illness cover and income protection.  This service can be provided as part of a client’s general financial planning or as standalone service.