Over the last 25 years, our advisers have specialised in the technique of empathetic listening. It's not about the financial product or how much you have, it's not about judging or comparing, it's about what you would like to achieve in life, it is about your SMART goals. We can help.
After developing a clear picture of your current and future financial resources, we create a step by step plan to achieve your aspirations through smart and efficient financial management.In today's environment it can be sometimes challenging to see us in person. However, let that not stop you! We have been delivering our advice online to some of our clients for more than 20 years now.
After developing a clear picture of your current and future financial resources, we create a step by step plan to achieve your aspirations through smart and efficient financial management.In today's environment it can be sometimes challenging to see us in person. However, let that not stop you! We have been delivering our advice online to some of our clients for more than 20 years now.
Services
We are a boutique local financial services business operating from Geraldton, WA since 1999. We offer specialised independent financial advice solutions for clients working largely in the farming, fishing and resources industry. However, we also service clients small business clients and clients active in the resource and medical industry.
We are the ONLY Independent Advice Professionals north of the Swan River WA, awarded with the Gold Standard of Independence. There are only six truly independent advisers in WA and sixty two independent financial advisers in Australia. So the question is, why are there only 62 independent financial advisers out of a total of 21,284 in Australia?
Our aim is to be able to continue to provide the best advice in Western Australia for a selected group of clients either in person and or online. However, this takes time and energy. We further seek to build long term relationships with our existing clients to get a better understanding about their passion, their interest and what drive them.
Farming is a complicated business involving a lot of risk; but, if done well, can have large rewards. Most of our pastoral and agriculture farming clients are families with multiple generations. Often the oldest generation is working through inter generational planning and transitioning to retirement.
