Families of all shapes and sizes
Providing personal financial advice to families for over 24 years is an achievement we are proud of.
Our clients range from those looking to save for and buy their first home, to those who have built and managed their wealth, and are wanting to settle in their final home.
We have grown our business by helping our clients set and achieve their goals and as a result our clients refer us to their family, friends and colleagues. Client referrals is how we have grown our business since it started, and we are proud to continue this philosophy to this day.
Our Client Stories
Integrated approach to Building Protecting and Managing Wealth
Dedicated to helping you achieve your goals
Senior Financial Adviser
Senior Financial Adviser
Advice Development Manager
Mortgage Broking Specialist
Financial Adviser / Cashflow & Budgeting Specialist
Personal wellness has many dimensions including health, social, occupational, spiritual and financial, with many of them being interrelated.
Research suggests that at least 1 in 4 Australians who are within the workforce are financially stressed, and this is having a significant impact on their mental and physical health, their relationships and their productivity and concentration levels at work. The research also supports that employees don’t leave this at home and at least 3 hours a week within working hours are impacted by this type of stress. The cost and lost productivity for businesses can be significant.
Progressive organisations that are committed to the total wellness of their employees need to take note of the mounting evidence and more importantly take action.
Did you know?
our financial wellness program
Financial Advice Matters Group (FAM) is already working with a number of organisations who are committed to supporting their employees by delivering a multi-module structured education program to not only increase the financial awareness and knowledge for employees, but provide practical tools and skills that they can utilise to more confidently achieve their goals and be empowered to make more informed decisions.
After having an initial discussion to gain a better understanding of your organisation and the goals you are looking to achieve for your team, we will prepare and present for you a tailored program for your consideration that will enhance your employee value proposition and have a positive impact on business performance.