Risk versus reward
What would happen if you couldn’t work? What about your mortgage?
Are you saving money, but don’t know what to do with it?
Are there any alternatives to a term deposit? Do you know how to invest in a bond?
How much do you need to retire? Which super fund is right for you?
Shouldn’t you take control of your nest egg? Is a self managed super fund the way to go?
Worried about the paperwork? Not sure if you’re eligible? We can help.
Our licencee. Our professional sounding board.
We’re not a bank, so we don’t provide advice like one.
Our objective is to find the best solution for your financial needs, as cost effectively as possible.
We’re not restituted to one service or product and believe that you need to be able to adopt accordingly as circumstances change.
As a Financial Planning Association of Australia professional practice, we adhere to the highest professional and ethical standards.
This designation is only available to practices with highly experienced and educated staff.
We believe it takes many years of study and experience, not weeks, to earn our right as professionals.
Lonsdale Financial Group provide us with all our necessary licensing requirements including investment research, compliance and technical support, with the backing of the larger IOOF group. They have a long history of providing these financial services to Advisers all over Australia.
Our associated legal disclosure documents, called Financial Services Guides (FSG), are available by clicking on the attachment below.
For more information on Lonsdale be sure to refer to their website.
Download: Financial Services Guide (pdf 74KB)
Download: Financial Planner Profile (pdf 168KB)
Our friendly office staff answer any of your questions and organise an appointment for you.
Telephone: 03 9783 4999
Fax: 03 9781 3073