Creating wealth for generations

You’ve worked hard to get to where you are and want to enjoy your life now and into retirement. As fellow professionals, we understand that and we believe you should be acknowledged for your success. That’s why we don’t believe in short term gains. Rather, we focus on creating sustainable lifestyles. 

As independent financial advisers with over three decades of experience, we are able to create unique cover and investment portfolios based on your unique family and business needs.

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Our History

With over 30 years in the industry, we have created an independent firm capable of offering comprehensive wealth management and insurance services.

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Our Partners

The strength behind our brand of financial services, our partners offer customised planning products for every investor.

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Wealth Connect℠

We don’t simply sell our clients products, we offer them opportunities for security and growth. Our trademarked Wealth Connect services offers a comprehensive view of your portfolio, allowing you to track investment growth easily and in one place.