Your local Mid North Coast Financial Services & Insurance Specialists

Based in Port Macquarie, with satellite offices in Wauchope and Taree by appointment, we’re available to discuss your needs at a time that suits you. Our key focus is to guide you successfully and effortlessly through the financial maze, assist you to manage your priorities and understand and achieve your personal financial goals.

Book a Consultation

When the big things happen in life, like having your first child or making plans to care for a parent, managing the big financial decisions can be complex and confusing. It may be difficult to comprehend the implications and the innumerable financial options which may be available. This is when an experienced professional can help you identify the tasks that lay ahead, and work in with other professionals who may be needed to complete the picture.

Financial Planning

Book a Financial Health-Check

Insurance Services

Taking the next step

When a major event needs a response, it’s not always easy to know where to start and how to work through the issues, large and small. Issues like managing cash flow, budgeting, sorting out insurance cover, or a myriad of additional items. It is reassuring to know that financial advisers have seen it all before, and are happy to help you find your way through.

Your lawyer or accountant may need to manage some changes for you — changes to wills, powers of attorney or superannuation for example. Financial advisers often work alongside with practiced individuals in this capacity and are comfortable working with them, or we can refer you to proficient people who can assist. Working together, you can organise your options, manage what needs doing now, and what needs to be put in place for the future, to plan for the road ahead.

When there is a lot happening in your life and emotions may be running high, it is the long-term view that is hard to hold on to. Our advisers bring experience, to assist you and help you weigh up the priorities that really matter.

Regardless of the big event that might be taking place in your life — receiving an inheritance, the aftermath of divorce, or even starting a new family — by getting in touch with us you can get straight down to dealing with the important questions.
Take the step, and experience the rewards.