Level 1 Eastpoint Commercial Centre
50 Glebe Road, The Junction NSW 2291
Sydney NSW 2001
1300 342 923
Our Newcastle office services the local communities of the Central Coast, Hunter and mid-North Coast communities. As locals, we’re committed to and invested in our communities. Click on the below to learn more about your local planners.
What our customers have to say
Carmel Rixon (Google)
Whilst speaking to friends who had been retired for a few years, and discussing retirement options, Simon’s name came up in the conversation. When we asked who he was, they gave a glowing report. We made an appointment to meet with him, felt comfortable with him and were very happy with the way he explained our financial situation, which was in layman’s terminology. We have now been retired for over five years, and we are extremely happy with Simon. He contacts us if there are any changes to be made in our investments, and he is easily contactable if we wish to speak with him regarding withdrawals, etc., and how this will effect us in the long term. We would certainly recommend Simon to anyone wishing help or advice regarding their finances.
Bev Miller (Google)
Rex is always most approachable and helpful with all our financial needs. We appreciate his friendly attitude and his professional knowledge. We enjoy a relaxed retired life due to Rex’s past advice and current attention to our investments.
Tony Larkin (Google)
Get in touch