Who We Are

We provide advice that has one purpose – to leave you in a better position than before you met us.

We pride ourselves on our ability to clearly explain your options and the impact that each will have on your financial position, both now and into the future.

We’ll set you up with a plan that is easy to follow and then continue to provide ongoing support and education to make sure that you end up achieving your goals.

Advice Process

Our aim is to make the process of developing a sound financial plan as simple and streamlined as possible. We break the process down into the 5 steps outlined below.

1. Engage – talk about your goals and objectives and what you hope to achieve
2. Assess – look at your current financial position and identify potential strategies
3. Prepare – develop a plan designed to help you reach your goals
4. Implement – work together to implement the strategies agreed upon
5. Review – ensure your plan continues to suit your ever-changing circumstances

For full details of our financial planning process click here

Our Adviser

Brett Handke

“Behavioural management is the most important thing that I can offer as an Adviser. In most cases it’s not the performance of the product that determines the client’s outcomes but their ability to stick to their long-term plan through the good times and the bad.”

Read more about Brett