We specialise in investment advice, funds management, financial planning, wealth protection, retirement and superannuation planning.

No consultation fees.
No financial planning fees.
No initial investment fees.

30 years experience in providing affordable ongoing advice and service.

Financial Planning

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice.

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Retirement Planning

Once you reach your preservation age you can access your super, so you have a number of options available to you.

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Wealth Protection

At Centre in Financial Planning, we work to assist you in understanding what impact unexpected health issues or death may have on your family’s situation and how your assets or quality of life, may be at risk.

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Women, Superannuation and Lifestyle

Statistically shown women tend to live longer than men, making it even more essential for them to accumulate enough superannuation to last through retirement.

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Superannuation

The more you save the sooner you can stop working.

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Savings Plan

Save for that special holiday, wedding or family funds.

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Market Watch

We endeavour to provide you with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email or put your complaint in writing to our office. You can direct your complaint to your financial adviser or to one of our directors. We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint.
If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.