How we work

Financial Wellness for Everybody

When it comes to wealth management, one size doesn't fit all. We know that financial freedom looks different to everyone, but in the end we think it comes down to two simple principles - saving money, and making money.

Save money

Whatever your financial objectives and stage of life, it's important to safeguard your financial wellbeing. Our Financial Advisers can help mitigate risk by helping you to save money and create a plan for financial security.

Make Money

We'll also guide you on the path to making money, by realising untapped potential and identifying opportunities to increase and make the most of your wealth.

 

Wherever and whenever you need

No matter what your financial goals and preferred contact methods may be, our Financial Advisers can provide you with support that's as individual as you are.

Face to Face

Face to Face

We have Financial Advisers across the country in both city and regional locations. Our expert Advisers are available to meet with you in person and will work with you to help you achieve your immediate and long term financial goals. Plus if you’re located in a remote area, we can even offer online face to face meetings.

Over the phone

Over the phone

Our team of dedicated phone-based Financial Advisers can offer nearly all of the same advice services as our face to face Advisers. So whether you prefer phone, email or in-person support, we’re here to guide you on your financial journey – in whatever way is easiest for you.

On-going advice

On-going advice

With an ongoing service arrangement, our Financial Advisers can help you keep your financial plans on track. Through portfolio management and reviews - market and investment updates - newsletters and events, you’ll have access to the knowledge and support you need to achieve your goals.

One-off advice

One-off advice

If you are looking for clarity and direction during a life transition situation like migration, divorce, redundancy or aged care, our Financial Advisers can provide you with one-off strategies and recommendations to help you make important decisions with confidence.

What to expect

Our trusted Financial Planners will work with you to discover your financial goals, before developing and delivering a tailored action plan to help you achieve them.

Discover, Develop, Deliver and Review
We can help. Call us today on 1300 342 923
 

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General advice warning
This information may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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