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Trusted Financial Advisers from
Brisbane to the Sunshine Coast

Our Financial Advisors with understanding, advice and support help you to financial security.

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Are you looking for a financial adviser who cares about your goals and aspirations; supports you with professional, reliable advice and is always there to take the stress out of financial decisions? 

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OUR COMMUNITY

What Our Clients Say

Every client has a unique story and as a business we enjoy being able to make a meaningful difference to our clients financial future, here are some examples

“It’s their broad holistic approach that set them apart from the others” – Robert and Brenda

“We found that the whole team has been very supportive, very efficient, very helpful and they seem to get results.” – Jill

In response to Ken Wicks winning Proprietor of the Year and Rise Wealth QLD winning Platinum Award 2017 “Congratulations to all concerned. It’s good to know we are being looked after by a recognised team of professionals.
Greg McGrath
In response to Ken Wicks winning Proprietor of the Year and Rise Wealth QLD winning Platinum Award for 2017 “We know you guys are the best. Taken a while for the others to realise. Well done!
John Griffiths

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