Westmount. Clear Focus. Better Solutions.

Attitude is everything.

We’ve been helping people, just like you, plan for their retirement and reach their lifestyle goals for almost 40 years. Long enough to witness our clients navigate and prosper through every conceivable economic cycle, numerous changes in Government and a myriad of geopolitical events.

During that time, one thing has become quite obvious to us - attitude really is everything.

Of course, personal circumstances can and do influence outcomes to a large extent. However, in our experience, the way you personally respond to life’s challenges, setbacks and opportunities will ultimately shape your world. A life of health, happiness and abundance generally doesn’t happen by accident. It mostly begins with a healthy outlook, a clear vision, and a strong commitment.

If you need to take a fresh look at your investment or retirement strategy, we can help.

How we can help.

We take the time to fully understand your goals, your motivations and your personality.

Once we have a clear picture of your circumstances, we’ll offer you the appropriate technical expertise and ongoing guidance to ensure that your affairs are structured correctly from the beginning, and then kept on track, consistent with your particular values.

We also understand that no two people are quite the same - everyone has a unique story and different aspirations. Not being owned by a bank or a life insurance company, our advice isn’t influenced by product sales or the institutional desire for a ‘one size fits all’ approach to financial planning.

Instead, you can expect thoughtful, meaningful advice and support that is always in your best interests.

Click here to see what our clients are saying about us.

The power of good financial advice.

A committed financial adviser will typically provide clients with a wide range of valuable services and insights on a regular basis. And for many people without the time, ability, or willingness to efficiently manage their financial affairs, this can offer significant peace of mind.

Interestingly, a white paper recently released by a globally respected financial institution suggests that good financial advisers generally improve their clients’ net annual returns by close to three percent, assuming certain key factors are met.

Finding the right financial adviser for you may take a little time, but the tangible, measurable results are clearly well worth the effort.

Call us on 9382 8885 for an obligation-free meeting, or contact the Financial Planning Association of Australia for a list of Certified Financial Planners in your area.

For further information click here to visit the FPA website.



The Financial Planning Association of Australia

The Financial Planning Association of Australia (FPA) is the peak professional body for financial planning in Australia. FPA practitioner members manage the financial affairs of more than 5 million Australians whose investments are valued at $630 billion. The FPA’s professional framework holds the highest standards for financial planning regulation around the world.