+61 7 4042 4000

Level 1, 103-113 Spence Street, Cairns QLD 4870

Financial Planning And Retirement Advice

Many people see Investment Advice and Financial Planning as one and the same thing.  This is one of the great myths that have emerged over the past 30 years, sometimes driven by so called advisers themselves. Financial Planning is about you, it’s not about your money.

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Financial Planning is all about you.  A good financial planner will spend time with you to understand your key life objectives, your current resources, your attitude to risk and indeed what level of risk is appropriate to reliably achieve your objectives in life.

We consider retirement as one of the stages that need to be considered in any holistic evaluation of goals and objectives even for the younger members of our community. Retirement may seem a long way off for some, but the reality is that too many people leave planning for their retirement too late and then have to compromise on either their short term or long term objectives.

It is in periods like this – where compromise leads to anxiety – that poor decisions are often made.

We seek to understand your goals and work with you to establish a realistic and achievable framework upon which to build your savings and investment strategy. We will:

What you will not get from us is: