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Experience Matters

Over 100 years experience within our
management team.

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Personalised Treatment

We customise our services so they fit your
individual needs.

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Ethics First

Trust and respect goes beyond
what you see.

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Proven Formula

Our processes and structures have been tried
and tested for over 15 years.

  • Experience Matters

    Over 100 years experience within our management team.

  • Personalised Treatment

    We customise our services so they fit your individual needs.
  • Ethics First

    Trust and respect goes beyond what you see.
  • Proven Formula

    Our processes and structures have been tried and tested for over 15 years.

    Solutions We Offer

    Licensee Solutions

    We provide the structure that fits your business.

    Financial Advice Solutions

    Let our experienced advisors help you today so you can make the most of tomorrow.

    Lending Solutions

    Will simplify the lending process so you can stress less.

    Where We Shine

    We are a privately owned, Melbourne-based, financial services dealer group. It is our belief that professional assistance should be provided in a boutique manner. Big business ability with the service quality of a small business. We are here to adapt to your business and provide you with a network that respects your decision to run your business independently.

    Our management team is readily accessible and is made up of professionals that have in excess of 100 years of combined industry experience. They utilise the lessons learned from their time in the field to offer you comprehensive support.

    Our accredited advisors and brokers provide quality advice to a broad range of clients, including small businesses, trustees of self-managed superannuation funds and individuals. Having an informed professional on your side makes all the difference

    The Client-first model

    It is our flexible structure that allows us to adapt to the diverse needs of our clients.

    How we add value

    Choose your direction

    We take pride in giving advisors of our network the space they need to lead their businesses.

    A tailored fit

    Let us find the right solution for your specific practice needs.

    Make a plan

    Our advisors can create strategies to brighten your future.

    Retire with confidence

    We specialise in preparing our clients for their golden years.

    Grow intelligently

    Getting a loan does not have to be difficult, let us show you how.

    A Driving Force

    Since our formation, ethics have been at the forefront of our decision-making. We continue to operate in a transparent and ethical manner that allows experienced professionals to achieve their business and financial goals.

    This passion for doing the right thing extends to our financial advisors and brokers who envision the best outcomes for their clients.

    Latest Industry Insights

    It is valuable to keep up to date with developments in a field as dynamic as ours. View our news page to get a taste of some of the current issues and ideas that intrigue us.

    Our Esteemed Providers

    Send your inquiry

    Did you know

    We arrange for you to pick and choose the resources that best suit your business needs.

    Wondering about your Financial Future?

    Are you an Advisor looking for a Licensee?