Individual financial advice and investment strategies

Build a better lifestyle and future.

Create Wealth

Assistance for young people to start building and planning.

Grow Wealth

Advice for mid-life to pre-retirement to maximise and manage your wealth.

Protect Wealth

Peace of mind for retirees looking to preserve and protect.

Advice - Services - Support - Solutions

Call us today to build a better financial future.

(03) 5851 2000 ​

204 Allan Street, Kyabram, VIC, 3620

PO Box 432, Kyabram, VIC.

When to get advice?

  • Do you have enough money to retire?
  • Do you need some help achieving your financial goals?
  • Are you starting a family?
  • Have you been offered a redundancy?
  • Have you received an inheritance or windfall?
  • Want to protect you and your family from unexpected events?
  • Are you considering a Self Managed Super Fund?

Why get advice?

  • Life is full of change and surprises, plan now and be  better prepared for future events.   Working, social and family commitments leave us with little time and energy to keep track of our financial lives so think of us as your personal finance coaches.  We have the expertise to help you plan and design a better future.

"Our reputation is our business so your best interests
and satisfaction are our priority."