We are a financial planning business based in Parramatta and have been providing professional planning advice since 2011.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

WHAT OUR CUSTOMERS SAY ABOUT US...

"Justin was recommended to us by a friend and we are very happy they did. His knowledge and advice was very good and his friendly manner makes dealing with him easy. Graham L."

"Justin is always efficient and easy to talk to. He is very helpful and knowledgeable. I am very happy for him to manage my super fund. – Veronica S."

"I feel confident that Justin has my best interests in mind when giving advice in regards to my super and insurance. I'm happy to recommend him to my friends and colleagues. – Danielle N"

"We have found Justin to be very thorough in the set up and management of our retirement plan and super fund. He was able to explain the establishment of a new super plan and guide us through all the steps to retirement. Just is proactive on keeping us up to date on all issues around our super and responds to our questions promptly. – Paul M."

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

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Book a complementary initial consultation and discover how we can help you own your tomorrow