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Our value to you

We care about our clients and help them make the most of their financial position.


  • Build an understanding of our clients’ personal circumstances and needs

  • Determine appropriate strategies and recommend well researched investments

  • Regularly review our clients’ strategies and specific investments, saving our clients time and giving them peace of mind


212 Brighton Road


Phone: 08 8295 8322
Fax: 08 8295 4792


Click here to contact us or make an appointment



RI Advice Group Financial Planning Association
MoneySmart Australian Tax Office
Aged Care Online Centrelink
Budget Planning Choosing a financial adviser


Investment fundamentals

View a presentation explaining some of the key concepts you should think about when considering your investment portfolio

Monthly Market Wrap

View the latest edition

inTouch magazine

View the latest edition of our quarterly magazine, inTouch

Oliver's Insights

Oliver’s Insights is a commentary by Dr. Shane Oliver, AMP Capital’s Chief Economist, on issues and trends affecting the economy and financial markets. View the latest edition.


If you need other services, we can refer you to an appropriate professional, such as an accountant, solicitor or mortgage adviser.  Please contact us.