We are best
described in two
ways - Independent
We believe that financial advice should be conducted from a place without bias. In order to do that, as your financial advisors we have to remain independent – no incentives, no conflicts of interest.
Because you pay us for our work, we can be ruthless about the effectiveness of the strategies, products and services we recommend. If we think something is a good idea, it’s because we actually think it’s a good idea, not because someone offered us an incentive.
We know… it’s a bit different isn’t it?
WE ARE WORKING FOR YOU
Being recognised by our peers as leaders in our field – is humbling, yet pretty awesome. Not only does it demonstrate to clients our expertise in a range of areas, it also clearly demonstrates our professionalism – something we pride ourselves on.
For us, being professional means getting the job done. It means being reliable and keeping our promises. It means having specialised knowledge and holding the degrees and certifications to back it up. It means being honest, acting with integrity and being accountable.
Like to meet us and find out more? You’ll find us below
DipFP, BBus/BComp, CFP™ SSA®, Registered Tax Agent
- IFA Magazine - Winner - Investment Adviser of the Year 2015
- IFA Magazine - Finalist - SMSF Adviser of the Year 2015, 2016
Cameron believes our role is to "help our clients understand how they can use their money in a way that works best for them."
- Gets a huge kick out of being part of his clients financial life journey and happens to be pretty good at it.
- Family man, dad of 3 wonderfully challenging kids
- Very amateur runner, cyclist and kids cricket coach