Insights

Insights

October 08, 2018
Nick

We’ve opened a new Sydney office

We are pleased to announce the opening of our new offices in the Sydney CBD – Suite 2.14, 165-167 Phillip Street. This new location represents our fourth office, with existing offices in Mosman, Orange, Walcha, and now the Sydney CBD.

Featuring state-of-the-art facilities, the new location in the Sydney CBD puts us closer to a number of our clients and professional partners. The new Sydney CBD office also represents a strategic expansion to cater for our growing number of staff, and the need to support them with outstanding and modern facilities to better serve our clients.

We are here to help

Personalised advice for your individual needs. Let us know what you’d like help with, and we will arrange an appointment to have a chat.

Are we right for you?

Our advisers are highly qualified professionals trained to deliver the highest standard of advice. The clients we work with harness our knowledge and experience to maximise their financial potential, obtain greater certainty and peace of mind.

Our services add the greatest value for individuals and families who are best placed to leverage our skills. These are generally people who have high levels of disposable income and/or considerable financial assets.

If you aren’t sure whether we’re the right fit for you, please contact us. Through a five-minute call we should be able to determine if we are a potential match. If it sounds like we are, we’ll organise a ‘no obligation’ meeting with one of our advisers to explore your situation and needs in more detail.

Let's talk