We take the time to get to know our clients and clearly understand their goals, objectives and also any areas that concern them about their finances.  Following our data collection we put together strategies that deliver the most suitable outcomes for our clients.  We excel at building relationships with our clients and also take pride in the fact that we can deliver what can be very complex financial strategies in an easy to understand manner.

Our experienced Financial Planning team can:

  • Clarify your financial goals

  • Manage your cash flow, put your debt to work and assist with your saving plans

  • Assess your risk profile

  • Develop a financial plan and review your current position

  • Assist with investment selection

  • Look after your estate

  • Connect you with other experts

Our goal is to partner with you and help you to achieve your financial goals in life.

Our Financial Planning Team

TRACI BARTLETT

Director Financial Planning

MEGAN WHELAN

Associate Adviser/Operations Manager

LEANNE Radley

Team Support Officer & Marketing

DENISE BOSWELL

Customer Services Manager