Our Vision * To be the trusted partner for rural and regional Australians seeking improved financial wellbeing through long-term, personal, mutually beneficial, and continually deepening financial advice relationships. * To be an employer of choice, offering flexibility between workplace responsibilities and personal goals. Our Core values * Absolute honesty and transparency * Everything centres on the client’s best-interest * Adviser, staff and client accountability for meeting agreed commitments * Strong interpersonal relationships are vital for providing appropriate and quality advice * We must provide clear recognisable value, every time Business Summary We are a specialist financial planning practice servicing pre-retirees, retirees, wealth accumulators and families in and around the Bathurst and the Central West of NSW. We also work with selected Sydney clients and interstate clients via a combination of face-to-face meetings, telephone and on-line solutions. All advice is personal and specific to your needs. Your life and the world around you are always changing, so it is important that you have a financial plan that is specifically designed to reflect your life and your goals. All fees are as agreed and on a fee-for-service basis. We are a privately owned and operated practice, are active supporters and a member of the Financial Planning Association (FPA). We are authorised representatives of SIRA Group Pty Ltd.