About us Our aim is to fully immerse ourselves in what is important to our client, their family situation, their hopes, dreams, aspirations and fears. To look through our client’s eyes to provide advice and solutions which are right for them. Why choose us……. Fee for advice In order to provide holistic advice that takes into account your existing government or industry superfunds, property, centrelink, tax planning, we believe in a true fee for advice model that is not based on commissions or a percentage of funds managed. Our guarantee is that you will always know what you’re paying for before you need to commit. Knowledge and expertise Nicole Florisson is degree qualified with a Bachelor of Business majoring in Finance, a Diploma of Financial Planning and is a Certified Financial Planner (CFP). We also have access to a team of twelve specialists, who provide advice and guidance on complex technical issues. Integrated tax, structuring and investment solutions We actively work with your existing advisers (accountant, solicitor, mortgage broker) to ensure the most appropriate outcome for you. And if you are looking for a suitable professional, then we can introduce you to a specialist. Privately owned; National support Whilst being privately owned, we choose to be licensed through GWM Adviser Services, who provide us with key support, research, approved investments, and provide compliance standards and updates on current regulations.