About Us

We are much more than financial planners, paraplanners and office assistants.

We are fathers and husbands; mothers and wives; mad football supporters and frustrated golfers; we are farmers and company directors; we are movie buffs and fitness fanatics; and many other things. Each member of our team is unique and brings different skills and perspectives to our business.

Every team member is encouraged to reach their full potential. This means more than providing outstanding financial services, it means having balanced and cheerful team members that are passionate about what they do.

We pride ourselves on doing more - we strive to exceed your expectations. We are your financial coach. We help you achieve your financial dreams. Whether it be saving for a holiday, funding for your children's education or living comfortably in retirement, we are here to help.