Prepare for tomorrow, make the most of today

What our clients say

We have known and been fortunate enough to have Beena look after our finances since 2016. We can’t say enough about how we appreciate everything she has done for us to get us to the financial position we are in today. We would never have achieved our goals without Beena. She is always there for us if we need advice. She is also very friendly and easy to get along with, and we enjoy her company at our meetings. Last of all is the complete trust and loyalty we receive from Beena and we return to her.
Thanks Beena,

We have known Beena for many years. As our personal financial adviser, she has competently and patiently helped us ‘negotiate’ our portfolio. We put great score by her advice and feel in safe hands.

I have known Beena for seven years and have found her to be invaluable as my financial adviser. She is thorough, explains everything in detail, answers any queries I may have any time and is very patient and caring. I have been very pleased with the financial results. She really does an excellent job managing my financial situation and I have no hesitating in highly recommending her.

We have known Beena for eleven years. We feel fortunate to have been introduced to her and for the relationship of trust and care that we quickly built with her. Beena has continually acted professionally with a high level of knowledge and diligence and is a pleasure to consult with, with regards to our financial wellbeing. Her advice has allowed us to live and enjoy a very comfortable lifestyle as we have transitioned into our retirement. We have always been very grateful for her guidance and assistance and look forward to further prosperity in the future with Beena.

I have had the pleasure of knowing Beena for the past 20 years. In that time she has acted as my advisor offering knowledgeable, sound advice as to how to best manage my finances and secure the best possible outcomes for my family long term. I have found Beena to be extremely personable a she shows a genuine interest in her clients and their well being. I trust her implicitly to manage my affairs and would highly recommend her to anyone wishing to obtain the services of a capable, approachable, trustworthy financial advisor.

Why Get Financial Advice?

Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?

The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

Investments

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

Self Managed Super

An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

Our Difference

Explore How We Do Things Better

We do more than just provide financial advice. We work with our clients to plan the journey, navigate the obstacles, and help our clients reach their financial potential.

Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Step 2

Step 3

Step 4

Step 5

Discovery Call

Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.

Gather Data

We gather data on financial situation so we take a comprehensive look at your life and finances.

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Implementation

We now put your financial plan in action by implementing all your personalised strategies.

Support

There is no ‘set and forget it’. We stay in touch and review your plan based on major life changes or market factors.

Prepare for tomorrow, make the most of today

What our clients say

Why Get Financial Advice?

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Retirement Planning

Investments

Wealth Protection

Self Managed Super

Debt Management

Estate Planning

Aged Care

Our Difference

Explore How We Do Things Better

Our financial planning process

Discovery Call

Gather Data

Financial Plan

Implementation

Support

Insights

Know your rights when debt collectors call

When life changes, should your financial goals change too?

Navigating the transition from Disability Pension to Age Pension

QUIZ – How much do you know about financial scams?

How much Super is enough?

Steps to help you plan for a super retirement

Get in touch

Our Address

Site pages

Legals

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Jane Brown

Head Accountant