Why we are good

Our aim is to secure long-term relationships with our clients. We provide good quality sound and ethical advice at a reasonable cost. Our administration and processes ensure we regularly stay in contact with our clients for ongoing reviews, updates and invitations to seminars.

Disclaimer: These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

Other Testimonials

Ossie, thanks for spending the time over the years to show and help us reach our retirement goals. We need you now more than ever.

Clive and Judy from Padbury

Thanks to my wonderful TIPS financial advisor I am now getting the full Aged Pension plus my net income is more than when I was working as a Deputy Principal.

Sandra from Redcliffe

I appreciate all the extra work Yvonne has done to make sure my Salary Packaging stays on track.

Walter from Fremantle

It is good to know I have some place to call when I get confused with money matters.

Gail from Mirrabooka

Thank you for getting me my excellent car at such a great price and for setting up the packaging.

Glenn from Albany

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How can I build my retirement nest egg?
How can salary packaging work for me?
How can I maximise and secure my retirement benefits?
Will my family be financially secure if I'm not around?