We do offer financial planning services, but we do a lot more. We provide advice tailored to the personal needs of individual clients, often including their particular needs as business owners; we try and keep things simple based on what you want - but are not afraid to let you also know what you may need. We believe that the value of an individual's ability to earn an income is often not recognised, and for privately held business owners and their families, their business is usually their primary investment. We are passionate about protecting the families of privately held business owners, their partners, employees, customers and vendors from the ravaging fallout caused by the premature death or disability of one of the owners. Likewise we believe improving the value of a privately held business is one of the best ways for people in this situation to grow wealth and invest. Leveraging our relationship with Strategic Financial Solutions Pty Ltd - whose Australian Financial Services Licence we provide advice under - we are able to provide comprehensive advice across most areas of financial planning. The capabilities of SFS' advicers are broad and between us we have over 75 years financial planning experience in addition to a range of general business and management experiences. Our business support program has the capacity to draw on the expertise of a wide range of experienced business professionals and provides privately held business owners with a level of support generally only available to larger organisations but without the "corporate overhead". Our advice is personal, practical and tailored to deliver real long-term benefits to clients.