Since 2001, we have built a broad regional clientele that have appreciated our ‘specialist’ style advice process, implementation services and our ongoing financial management offering in relation to superannuation, investments and cashflow management for both employed and retired families.

We recognise the enormous interruption that the Hazelwood closure is having on affected employees, contracted employees and supporting businesses throughout our region. In this we offer our local services to support you through this challenging period, both now and into the future.

Our offer to you:

1. Initial discovery and discussions meeting (at our cost)
2. Optional Financial strategy meeting (at our cost)
3. Statement of Advice meeting
4. Implementation meeting

We look forward to supporting you on your journey

Note: These meetings will be held in the strictest of confidence as per Financial Planning Association (FPA) guidelines.