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We like to ensure that our clients get the best advice when making one of the most important financial decisions in their life.  If you go directly to a lender they will sell you their product, if you come to us we research and find the right product to suit your needs at no cost to you.  This means we can offer good financial guidance which doesn't just look at interest rates but takes your whole situation into account resulting in competetive financial packages based on what's right for you and for your future, saving you both money and time. 


Financial Planning


We will work with you to articulate your life's vision. Together we will develop your strategies and the right roadmap for you to get there.  We have proven over and over again how working in partnership with our clients can deliver instant peace of mind - this comes from knowing where you are at, where you going and how you are going to get there.


'You don't have to be wealthy to invest. But you do need to invest to be wealthy'.  



Market and economic overview


The Reserve Bank of Australia (RBA) eased monetary policy on 3 February 2015, cutting the official cash rate to a record low of 2.25%, from 2.5%. The first move in interest rates since August 2013. The RBA followed up on 3 March 2015 with no change to the official cash rate.




Many couples dream of sharing a life of leisure together. But what happens when things get out of sync?

When we think of retirement, we often imagine a happy couple strolling hand in hand on the beach. But even if you and your partner are similar ages, chances are you won’t retire at the same time....




They are a boon for those with mortgages but not entirely good news for everyone. Interest rates are now at record lows in Australia. The most recent rate cut announced by the Reserve Bank of Australia (RBA) was made on the back of weak economic growth, low inflation and a rising unemployment rate. 

For more information or
an appointment

Please call our office on 03 9576 1355

Email our Finance Consultant



Email our Financial Planning Consultant

Service areas

-      Residential Lending: owner occupied

       and investment

-      Commercial Lending: owner occupied

       and investment

-      Insurance (business and personal)

-      Financial advice

-      Investment advice

-      Investment portfolio construction

-      Investment portfolio management

       and performance reporting

-      Retirement planning

-      Superannuation

-      Self managed superannuation funds