We specialise in retirement planning. That’s what we have done for over two decades and what we do every day for our clients.

We are not licensed or owned by any bank, superannuation fund, insurance company or any other product provider. We are self licensed through ASIC.

Our advisers are all degree qualified with additional qualifications.

We are a West Australian family practice.

We are members of the Financial Advice Association of Australia. Australia’s largest industry association.

We have been sought after by numerous media publications around Australia for comment on financial matters.

We have designed and built our own award winning financial planning software which is now used by advisers across Australia.

Investing in retirement has its own unique requirements and our investment portfolios have been custom designed with external research providers specifically for pre retirees and retirees.

Market
sequencing risk

History tells us that markets do not always go up. In some years,
they go down. The timing of when your portfolio drops can have a
critical impact on whether your capital can last the distance.
Your portfolio could experience negative returns during the early
years of your retirement when your portfolio is typically at its most
vulnerable. Investing for retirement requires a different approach to
counter market sequencing risk.