Thank you for visiting our ‘Welcome’ Page


On this page you can access further information about our practice, our advisers and office locations.

Please also take a few minutes to provide us with helpful information by following the links to our questionnaires.

Some ideas of what to bring to the meeting:


  • Details of existing investments (bank accounts, shares, managed funds, investment property)
  • Details of superannuation funds (the most recent statement if available)
  • Details of any liabilities (balance of any mortgages / loans, interest rates, remaining term etc)
  • Your main goals and objectives (eg: reduce debts, increase tax efficiency, save for a specific goal, protect existing assets / lifestyle, plan for retirement)
  • Details of any structures you may have that are not invested in your name (eg. trusts, companies, Self-Managed Super Fund).
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