Why Us

With a strong focus on people and the community our goals are more than to make money.  At the heart of each client transaction lies a genuine desire to know the people we are serving, understand their objectives and from there provide solutions.  We have many happy clients whom we have helped to improve their financial position and achieve long held goals and ambitions.

We use our knowledge together with the power of technology at our disposal to provide financial advice that is tailored and holistic. Where we see the need we will assist you to engage with other professionals.  You will leave our office with the certainty of our commitment.  In partnering with you on your journey, we will help you to stay on track to achieving your goals.

While fees are often foremost on the minds of many people, we strongly believe that you deserve quality advice relating to your unique situation.  As far as possible we advocate a fee-for-advice pricing model which means that the cost is based on the amount of work we put in and not on the size of your investment.  Our aim is to establish long-lasting relationships based on trust and the fee is always discussed before any work is commenced.