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  • Call us on 03 9870 7695
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About us

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I am a client focused financial planner who provides fixed price fee for service financial planning.

I work with you to develop a comprehensive and cohesive strategy to help you enjoy your lifestyle and reach financial security.

I offer a full rebate and no adviser commissions on superannuation and investment products.  So just like in the industry super fund advert you can be on the up elevator.

Please contact our office to learn more about our fixed price fee for service financial planning quote.  It could save you thousnds of dollars over the long term.

Our philosophy
The team

I am passionate about what I do. This works to your advantage.

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Your Lifestyle Planner

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Client testimonials
Financial Wisdom

Read about the people we have been able to help.

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Find out about the support services and resources provided by this leading financial planning group

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Contact us

To start to secure your financial future please contact our office.

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