Our mission is to help you make the most of your money
Secure your future with the help of a personal financial adviser
As a privately owned financial planning firm, we’ve partnered with individuals, families and businesses who want to make their money work smarter, not harder.
Since 1975, we’ve been providing tailored advice to our clients, specialising in financial strategy, investments and wealth protection. We’ve seen families and businesses grow successfully, so much so that our own business has evolved along with our client’s needs. Multigenerational planning and helping them craft their own legacy is important work we do for them.
We know the difference a few small changes now can make to your financial future. We also know that the key to your success is embedded in the trust you have in our financial advisers. With respect and ethics being at the forefront of what we do, our experts always have your best interests at heart.
Our Values
Trust
One of the most highly regarded values we possess is trust. Without it, you won’t feel confident in your financial future. Our portfolio of happy clients is a testament to the trust they put in us.
Quality
Our advisers are qualified, experienced and educated to the highest standards. The advice they provide is up-to-date and the strategies they put in place are proven to have positive outcomes.
Partnership
When you meet with our financial advisers, you form a partnership. We treat your money, assets and goals as if they were our own and have your best interests at heart at all times.
Our Team
Our clients achieve great financial success because of the confidence they have in our financial advisers. Our advisers are educated to the highest professional standard, and regularly attend further professional development sessions to ensure the most technical and relevant strategies are put in place for our clients.
Robert Falconer
Dip FP CFP®
Adviser
40+ years in Financial Advice. Specialist in Complex solutions, SMSF, Insurance, Business succession and Estate Planning.
“My whole working life has been about making a difference and helping my clients to better their financial position.”
Glynn Phillips
BEc, MBus, GDipFP, CFP®
Kristian Falconer
BA, GDipFP, AFP®, GAICD Board Director, Relationships Australia (Tas)
Scott Fleming
GCert FP, AFP®
Adviser
30+ years in Financial Services and Advice.
Specialist in Financial strategy, SMSF, Aged Care and Buy Sell Insurance (SME’s).
“Helping people improve their financial position provides me with a great deal of personal satisfaction.”
Adviser
20+ years in Financial Advice.
Specialist in Financial strategy, Superannuation, Governance best practice, Compliance and Risk management.
“Financial planning for me is all about problem solving, and this is what drives me to provide the best advice that I can for my clients.”
Adviser | CIO
20+ years in Financial Markets and Advice.
Specialist in Financial markets, Direct investments, Strategy planning, SMSF, Behavioural risk analysis and Structured portfolios,
“Every goal that one of my clients achieves is a real thrill for me.”
Glynn Phillips
BEc, MBus, GDipFP, CFP®
Adviser
30+ years in Financial Services and Advice.
Specialist in Financial strategy, SMSF, Aged Care and Buy Sell Insurance (SME’s).
“Helping people improve their financial position provides me with a great deal of personal satisfaction.”
Kristian Falconer
BA, GDipFP, AFP®, GAICD Board Director, Relationships Australia (Tas)
Adviser
20+ years in Financial Advice.
Specialist in Financial strategy, Superannuation, Governance best practice, Compliance and Risk management.
“Financial planning for me is all about problem solving, and this is what drives me to provide the best advice that I can for my clients.”
Scott Fleming
GCert FP, AFP®
Adviser/CIO
20+ years in Financial Markets and Advice.
Specialist in Financial markets, Direct investments, Strategy planning, SMSF, Behavioural risk analysis and Structured portfolios,
“Every goal that one of my clients achieves is a real thrill for me.”
Rebecca Skinnner
Dip FP
Administration Manager
Pat Hamer
Dip FP
Client Service Manager
Nancy Song
BCom MPA DipLeadMg
Adviser Assistant
Speak to a personal financial adviser today to plan for tomorrow
Get in touch and take the first step towards a more confident financial future for you and your family.