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100% Independent

 

No commissions, no asset-based fees and no conflict of interest.

 

I am one of a small number of independent advisers in Australia. The advantage for clients is that they know I'm recommending the best thing for them, not someone else.

Supportive

 

I am passionate about providing the best advice that represents value for money.

For my personal advice clients, I take care of everything. I deliver a high level of support to help a limited number of valued clients achieve their goals.

For those that have simple requirements or who aren't ready for personal advice yet, I provide education meetings or scaled advice.

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Collaborative

 

When your advisers aren't working together, you aren't getting the best outcome.

 

I collaborate with your accountant, lawyer, brokers and other advisers, or suggest them if you need it.

 

By doing this, you don't need to explain your financial plan to them and we can work together to ensure you achieve your goals and get the best outcomes.

Lyn

Andrew has been exceptionally conscientious in providing a service to me. 

 

Andrew was able to understand the factors affecting my current circumstances and made very useful recommendations.

 

He is clearly very knowledgeable as a financial advisor and I felt I could trust him. I would certainly recommend him to others.

Independent financial advice Canberra. Independent financial planning Canberra.

Julie

Even though I am currently living overseas, Andrew has ensured that we are able to discuss my retirement plan for when I return to Australia.

 

He phones me at a set time taking into consideration the time difference.

 

He adjusts his advice according to changes in my situation.

Independent financial advice Canberra. Independent financial planning Canberra.

Juliet

Andrew provided clear and easy to understand information regarding my current superannuation and strategies for continued growth.

 

His advice was tailored to my needs and personal situation.

 

I felt very confident and positive with his advice.

Independent financial advice Canberra. Independent financial planning Canberra.

Testimonials from Adviser Ratings