We help you plot your financial course along life's pathways of hazards and challenges building sound bridges and safer pathways for financial achievements and lifetime goals. Try us, we give sound advice and bridge your dreams with a wealth of knowledge! Everyone's finances, dreams, goals, aspirations or even retirement plans are not the same.
We engage with you and learn as much about you and your situation as we can. We develop a sound financial strategy tailored to you and provide valuable advice by combining what you've told us with our knowledge and experience. We bridge dreams to reality with a wealth of knowledge.
We engage with you and learn as much about you and your situation as we can. We develop a sound financial strategy tailored to you and provide valuable advice by combining what you've told us with our knowledge and experience. We bridge dreams to reality with a wealth of knowledge.
Services
Our Partners have been helping Australians achieve their lifestyle and financial goals since 1978. We're with you through every stage of your life and we'll work with you for the long haul. With our centrally located offices in Rockhampton, Gladstone, Mackay and Moranbah and a Partner Adviser located on the Sunshine Coast we assist clients as far west as Longreach and throughout the Bowen Basin, north to Townsville and south into Northern NSW.
Our Advisers are members of the Financial Planning Association of Australia or the Association of Financial Advisers and have undertaken to abide by a Code of Conduct that governs their professional practice and behaviour. They have committed to undertake professional development that exceeds the mandated regulatory requirement and have access to extensive training and professional development opportunities.
To act in the best interests of our clients, replacing their financial uncertainty with confidence and peace of mind while assisting them to achieve their financial- and lifestyle goals. To provide comprehensive, tailored advice and client friendly service, and to be the financial planning service provider of choice within our community.
Achieving your financial goals is not just about putting money away for a rainy day or retirement. By tailoring an ongoing plan specific to you, offering advice on the intricacies of investment, taxation and ever-changing regulations financial planning can help you to achieve your dreams. For many people superannuation is likely to be their primary source of income in retirement.
Our 6 step advice process to help you take a 'big picture' look at where you are now and where you want to be financially. At our initial interview we will obtain a full picture of your current circumstances including your income, debt level and commitments, to help build an accurate picture of your current financial situation.
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