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Sunrise overlooking  Port Macquarie breakwall and skate park

Who Needs a Financial Adviser?

According to research, between 60 and 80 per cent of Australians have never used a financial planner.*

Many people decide not to seek out financial advice because they feel ashamed about their financial situation, they may have preconceived ideas about who will benefit from financial advice, they may feel as though they don’t have enough money to invest or they may feel that financial advice is only relevant for retirement planning.


The truth is, everyone can benefit from visiting a financial planner whether they're young or old, high or low  income, single or married.

How can a Financial Planner help you?

A financial planner can help you get whatever it is you want out of life. It is a good idea to keep track of where you are and where you want to be, in saying this, a financial planner can help you:


  • Set and achieve your financial goals

  • Make the most of your money

  • research and apply for government assistance you may be entitled to

  • Feel more in control of your finances and your life

  • Avoid expensive mistakes

  • Protect yourself and your loved ones

Practice Areas

We provide a full range of financial planning services including


  • Budgeting

  • Wealth creation

  • Debt reduction

  • Cash flow management

  • Risk Insurance

  • Investment portfolio advice and construction

  • Superannuation

  • Retirement planning

  • Centrelink assistance

  • Aged care advice and planning

  • Share broking

  • Estate planning

Our mission is to help our clients prosper by providing them with a wide range of professional services and solutions to help them better manage their finances and meet their lifestyle goals, regardless of their current financial position or their stage of life.


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