We have our own Australian Financial Services Licence (AFSL 353 848) which means we are able to access a wide range of financial products to suit your needs, well beyond the realms of most financial planning businesses in the Albury Wodonga region. We are locally owned and have no alliance or affiliation to any bank or financial institution.
We focus on strategy not sales. We work with you to get that strategy the best it can be, and only then are we in a position to recommend a product to suit that strategy.
Our financial advice solutions are highly tailored and developed for your specific needs. We do not make change for change’s sake.
We operate strictly on a fee for service basis for all work undertaken including strategy work, financial investment and insurance recommendations. This is different from most financial advisors and planners in the Albury Wodonga region who work on a commission based system. This fundamental difference in the way we do business ensures our work will always be in your best interests.
Being a part of one of the Albury Wodonga region’s largest chartered accounting and business advisory practices also means we have a breadth of experience to tap into should you ever need it. Plus you know we are not going anywhere; we are here for the long haul with a sixty year history operating in Albury Wodonga.