About Us

Our practice has access to the extensive professional resources + competitive scale of Sentry, a large AFS Licensee, yet our practice is boutique + independently owned.

We provide most streams of financial advice, strategies; facilitation and implementation, including Direct Share and Direct Listed Securities Advice; Portfolio Strategy Scenario Analyses; and Investment Advice. Our practice offers written advice, meetings, strategy seminars, ongoing services, analysis and strategies.

"What-if" Scenarios are a major sector of our work, especially for property investors and people approaching retirement. We also offer mortgages; investment property loans; business and investment finance by referral of our clients to Sentry Credit Services.

We are proactive and responsive, offering superior personal service to all our clients.
We offer extensive knowledge, skills and experience in all aspects of financial planning
and investing.

Unique Features of Our Practice