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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

“I found their strategic planning and advice was very good … and I like their uncomplicated way of doing business” – Mal

“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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LATEST NEWS

Saving for your Child’s Education

There are a number of different ways that you can save for your children’s education, especially as it’s likely to be one of the biggest family expenses that you’ll ever have.

It’s important to try and start as early as possible as saving for a child’s education is very much a long-term strategy, often taking 7-10 years. Some key things to consider when setting up an education strategy is to look at whose name will it be in, what structure should you use, and what should you invest in.

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Get Smart with your cashflow!

It’s often said that building financial wealth isn’t a function of how much you earn, but how well you manage it.
If you want to consider how to build your wealth, chances are you could use a little guidance, so here are some strategies that a financial adviser can talk you through to help you make the most of your hard earned cash.

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