We are a boutique specialist financial planning firm based in Albury Wodonga, located in North East Victoria and Southern NSW.
We focus and specialise in pre-retirement and retirement planning and aged care consulting. read more...
Financial advice is not about product and it's not about selling you something - it's actually about creating a solution by building a unique pathway to achieve what's important to you.
We use our expertise and experience to guide you, so you have piece of mind and feel confident to make informed financial choices.Our approach to advice is all about about getting the bigger picture right.
Want to know a little more about our approach to advice - then click on the video.
Anne-Marie Humphries is our Practice Principal and Certified Financial Adviser. Anne-Marie is backed by a team of qualified support staff, each with their own financial planning qualifications and extensive industry experience.
Together we are committed to delivering exceptional standards of advice and service to our clients.
Click on the video to meet our team.
We gain a lot of satisfaction working closely with our clients to ease their financial worries. It means a lot to us that our clients feel we have helped them achieve their goals and have provided them with financial peace of mind. Don't take our word for it - watch and read what just a few of our clients have to say about us.