As a Financial Planner Company we are required to produce a company and individual 'Financial Services and Credit Guide'. We recommend that you read this guide before making an appointment.

The Financial Services and Credit Guide covers the following:

  • What services and products on which the financial planner can provide advice
  • Fees and charges and how these are distributed
  • How your financial planner is remunerated
  • Any relationship details with financial institutions
  • How we handle customer complaints

Please find our Financial Services and Credit Guides below:

 

If you have further questions or require clarification on any areas within the guides please contact us on 02 4229 8533 and ask to speak to one of our financial planners.

Join us for a coffee and friendly chat about your financial goals.

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