► A member of WA Super wanting intrafund advice.
► A member of Water Corporation Super wanting personal advice.
► A member of GESB wanting personal advice.
► A member of the general public seeking personal advice.
► A superannuation fund looking to outsource various functions such as administration.
► You understand that the road to achieving your goals starts with planning.
► You want to speak to a real person based in Western Australia from the get go.
► You want to be listened to and to be heard.
► You want to be presented with simple, clear information.
► You want the convenience of meetings at your office, our office or even on Skype!
► When things change in your circumstances, you want your advice reviewed to make sure you are still on the road to achieving your goals.
► You want to build a relationship with us with the focus on you.
If this sounds like you and you want us to make it easier for you to be who you want to be and live the lifestyle you aspire to then give us a call. With the help of your Financial Planner – you can make it a good one.