We are a privately-owned, fee for service financial planning firm.
We pride ourselves on working in the very best interest of your needs by tailoring solutions to meet your goals and preferences. We are dedicated to maximising return while minimising risk and have a 99% client retention rate over the life of our business. We achieve this by providing high quality investment, financial planning and risk insurance advice, driven by strategy – not product – at a reasonable cost.
We can simplify the complex areas of:
How can we help you?
Looking for General Insurance?
You have worked hard to accumulate assets including your business, your home, your cars and your investment properties.
Finding the right insurance which offers the best protection can be a daunting and tricky task.
Our sister company, Logical Insurance Brokers, can provide expert advice with respect to these and other general insurances, providing you with piece of mind knowing that you will have the right cover and the right price.
Please visit the Logical Insurance Brokers website here to find out more about how they can help you.