What we are offering is the opportunity to discuss and review your existing strategy, without any conflict of ownership, or financial benefit from where and how investments are placed. This service is a strictly fee for Strategic Service model. 

We are not looking to take over from your current adviser. We will work with them and a range of others to ensure you maximise the chance of achieving what it is you desire, given YOUR risk profile (appetite to accept losses, in order to make gains).

If you are at all unsure, or would just like someone completely independent to give another view on your needs, then this is a cost effective service for you. If you are not sure about how to prepare to visit a Financial Planner, then we can help.

You can ask specific questions, or have us review your "Statement of Advice" ("S.o.A"). Our fee is not dependent on how much money you have or how it is to be invested.

We do not SELL products, we do NOT place investments.

 Consumers only prepared to pay for advice... click for more

  Trustworthy Planners hard to find... click for more

Lack of Trust in Financial Advice Industry Australians are more likely to trust the advice of their friends and families, than that of financial service providers. No wonder!

Real cost of planning often hidden: financial services  

When is an adviser ''independent''? 

[PS 116.48] ASIC considers that if an adviser wants to call their advisory services ''independent'' they must:

(a) avoid any commissions, trailing commissions, soft dollar arrangements and other benefits from product providers which may tend to create a product bias (see [PS 116.50 116.63]); and

(b) operate free from any direct or indirect restrictions relating to the securities recommended (see [PS 116.64 116.66]); and

(c) operate without any conflict of interests created by ownership links to product providers (see [PS 116.67 116.70]).

[PS 116.49] Where a licensee is unable to meet the above guidelines, any representative of that licensee will also not be able to use the term ''independent'' when providing advisory services on behalf of the licensee

(see also [PS 116.57 116.58] on representatives who are not independent). Read full statement