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From Monday 5 December 2022 we welcome you at our new premises located at
Level 10 Canberra House, 40 Marcus Clark St Civic with convenient basement parking for our clients.
Never put all your eggs into one basket.
We have the expert knowledge you need.
Our totally unique, tried and tested investment process offers a
high value, low-cost system to protect and improve our client’s financial lifestyle, beyond their pension, for their lifetime.
Book a Consultation
Nearly 20 years in business
$500M under management
Our advisers are well known in the Canberra market and are well respected amongst our clients, bringing very specific, high-level expertise to clients who have access to the defined benefits superannuation scheme.
We hold our own financial planning license with ASIC, which means we operate independently and are not beholden to any large financial institution or their products. We offer a range of carefully selected products and investment options that align with our investment philosophy and are appropriate to our clients’ needs.
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