We are a financial planning business based in East Geelong who provide professional planning advice.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose the right investment strategy
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Andrea Collins

Financial Adviser

Simon McDonald

Financial Adviser

Angela Pidd

Financial Adviser

Jared Persic

Senior Paraplanner

Raelene McDonald

Administrative Officer

Melissa Korostin

Administrative Officer

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Book a complementary initial consultation and discover how you could own your tomorrow