36 George Street

Bathurst NSW 2795

GPO 1512

Adelaide SA 5001

1300 342 923

Our Bathurst office services our clients in regional NSW east of the Great Dividing Range. From the Riverina to the Western Slopes, we’re here to provide excellence and commitment to regional businesses, families and our local communities. Click on the below to learn more about your local planners.

What our customers have to say

Our Planners

Simon Little

Simon Little


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Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions