Established in 2010 and being a locally owned and operated Tasmanian business, we are able to offer personalised tailored solutions for all of your financial services needs on a fee for service basis.
Our services include:
Personal Insurance advice i.e. life insurance, income protection insurance, trauma or critical illness and business expenses insurance;
Superannuation and rollover advice including self managed superannuation funds;
Buying and selling shares;
Centrelink strategies and advice;
Aged Care Advice;
Investment advice and portfolio management, to name a few.
We operate under our own Australian Financial Services Licence (AFSL 343939) and as such are free from the influence of the large banks or financial institutions. This does not mean we have compromised on the quality and the service of our advice, having implemented "best of breed" technology, systems and software and having access to a wide range of financial products to suit each client?s needs.
Our fee for service client offering is based on the effort and complexity of our advice and is not based on how much money you have! We will provide a written quote before commencing any work on your behalf, to ensure that you know how much the advice is going to cost and what services you should expect from us.
If you are seeking professional and friendly personal advice for any of your financial services needs, you have come to the right place!
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61 Charles St, Launceston, TAS, 7250
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