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Mountains Meet Lake

Helping you achieve financial freedom

How can we help?

Most people have thought about winning the lottery and quitting their job to enjoy other interests in their lives.

However the amount of money envisioned as necessary is often wildly in excess of the actual sum needed.

We can help you clarify what your goals are, put a timeframe around achieving them, and help you reach financial security years earlier than you thought possible.

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The Financial Planning Process

We believe that everyone has a financial plan, the difference is whether it looks to the longer term and is proactive in building wealth and achieving your goals, or is it short-term and reacting to events in your life as they happen? We can help you take control of your plan, making it work for you and bringing you peace of mind that your finances are in good shape. 

Comprehensive Financial Advice

Investment Chart

Comprehensive Planning

Suitable for anyone who is looking to clarify and gain control over their finances for the long term. We look at every part of the process from wealth protection, accumulation, suitable structuring, and how to achieve your lifestyle goals as soon as possible

Limited Advice

Analysing the Numbers

Limited Advice

Sometimes you just need a little help with certain issues, whether they are appropriately insuring yourself or your family, setting up a SMSF, or reviewing your cashflow and spending. Our Limited Advice service will tailor advice to specific areas that are needed.

Self-employment Advice


Self-employed/Family Businesses

It can be hard to find a planner who understands your business model when you are self-employed. We specialise in helping Trade, Consulting, and Retail businesses get set up and running smoothly.

The Financial Planning Process

Contact us to arrange an appointment or enquire about our services

PO Box 6391 Conder ACT 2906

0419 010 140

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