About Us

We are able to help you no matter where you are in life and we’ll be there until the end. A financial lifeline when in need and a leader and guide when things are going well.

Chris McLean is our financial adviser and he has been in the industry for a long time with over 44 years of experience in financial services.

He is a Certified Financial Planner and a member of the Financial Planning Association. Chris is also registered tax (financial) adviser under the Tax Agent Services Act 2009.

We have experience in all aspects of dealing with financial issues. We offer specialist services in Self Managed Super Funds (from establishment to compliance); Aged Care and Estate Planning. In each area we have sound knowledge and trusted strategies to make a significant difference.

Often we find that one area of advice crosses over another and influences outcomes which need to be addressed simultaneously. Like ripples on a pond when two pebbles are dropped in – those ripples spread out and crossover one another and get confused. We can smooth the water again with our skills and knowledge yet always keep you the focus of attention.

We do not charge for the first meeting as this gives us all a chance to assess one another and make the call at no cost beyond time. We recognise that personality is very important and first meetings can often answer the question of trust.

All advice is given in writing and we will charge an appropriate fee for that advice.

Ongoing service is also fee based and we will agree on your personal road map for the next 2 years and establish specific items to be addressed at specific times. Fees are scaled according to the complexity of the advice. Bottom line, we offer fee for value.