Financial Planning and Investment Advice 

Continuous change in economic and legislative environments means that financial planning now plays an integral role in wealth accumulation and protection for small business and individuals alike.

As your business solutions partner, we understand your objectives. Our team of financial planners and accountants work closely together to develop tailored strategies that complement your taxation and business advisory affairs.

Our financial planning and investment services encompass wealth accumulation and investment planning, superannuation planning, retirement planning, salary packaging, taxation management, risk insurance, estate planning and lending/debt management services.

We provide personalised, responsible advice suited to your circumstances. We can assist you to develop your financial strategy, construct your portfolio and implement your plans. Our experienced team provide advice and service of the highest ethical standard.

Our fees are based only on service. We do not charge entry and exit fees and we do not earn commissions from your investments. We provide advice on a range of direct wholesale investments and platforms, and also tax structures such as family trusts and self managed super funds. 

Contact our Financial Planning and Investment representatives today for assistance:

Adelaide (Trevor Rehn, Phil Riggs and Chris Parsons are all authorised representatives of IPAC) 
Brisbane (Financial planning services are referred to our associates, Godfrey Pembroke)
Canberra
Melbourne (Darryn Snooks of Bentleys Advantage Pty Ltd, authorized representative of Client Wealth Financial Services Pty Ltd)
Perth (Phillip Rix, Brad Twite and Michael Partridge are Members of Count Wealth Accountants®, Australian Financial Services License Holder number 227232, ABN 19 001 974 652).