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We are a close team with very limited staff turnover, hence we can provide a high quality and personalised service based on our intimate knowledge of clients' situations and needs.

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We provide advice on equities and managed funds in order to tailor portfolios to each individual's needs. Due to our extensive knowledge of equities we can provide advice on floats, corporate actions and listed fixed interest opportunities. We also trade shares online for clients in order to keep down brokerage costs.

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We have the backing of Financial Services Partners and shareholder ING Australia, giving us the scale to provide timely research and advice during this period of legislative and economic change.

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We have an accounting practice on site, providing clients with the opportunity to meet all their financial (investment, super, wealth protection and accounting) needs through a 'one stop shop.' We can also provide referrals for legal and financing requirements.

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We have achieved our goal of ensuring client satisfaction levels are high, as indicated by our recent client survey which found that 94% of clients would happily refer us to their family or friends.

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We are always very accessible and guarantee to get back to clients within 24 hours whether by phone or email.