We are a Privately Owned Financial Advisory firm with no institutional alignment or affiliation, thus, no incentives exist for us to recommend our clients invest in or purchase a particular provider or product. We pride ourselves on: o Delivering full clarity of the best options available for our client's to reach their individual financial goals o Options that are completely client-centric and appropriate to each unique situation o Full disclosure of all positive and negative implications each financial decision entails and ensuring full understanding before any action is taken o Working closely with our clients to ensure their strategies are implemented successfully o On-going monitoring and review to ensure our clients goals and objectives are continuously met Our advice scope consists of the following: o Debt and Liabilities o Cash Flows o Tax Planning o Investment Planning o Superannuation and Self-Managed Superannuation Funds o Property Investment (in and outside of SMSF) o Risk and Insurance o Retirement Strategies o Estate planning o Small/Medium Business Advice Contact us today for a complementary, non-obligatory consultation (02) 9923 2005 As a small firm we believe Honesty and Integrity are unparalleled qualities and strive to uphold this belief in every aspect of our service.