Become a client

Become a client

Your first meeting is complimentary

You are under no obligation. You need to tell us about your goals and your investment preferences. One of our qualified financial advisers will listen and answer your questions.You will not find any sales people in our office. You will not be rushed into making decisions. You will feel no pressure or experience pesky follow-up sales calls.As a client, you have access to the combined knowledge and experience of our qualified Financial Planners, Superannuation Specialists, Accountants and Direct Equity & Derivatives Advisers.

become a client

Take the First Step

The first step is to establish your current situation, investment needs, requirements and future goals with your adviser. Your investment portfolio will be built on these foundations. Generally, a portfolio will be spread across a selection of investments that can include;

Cash
Term Deposits another fixed and variable interest securities
Direct Shares and / or managed funds
Property trusts
International Investments

Call 07 4771 4577 To Arrange A Complimentary Meeting

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