About Us

Planning Futures

A Proven Approach

With over 20 years experience in financial planning, we are able to provide a comprehensive and holistic approach to your financial planning needs.

A Proven Approach

Your first appointment will be free. During this appointment we will clarify our fee structure and explain the different ways that we can help you. We will establish your financial goals or analyse existing ones and compare them to any current portfolio you may have. Then we recommend an investment strategy designed to meet your risk tole

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Why Us?

A Proven Approach

Why Us?

Servicing the Central West our office is based in Dubbo, enabling us to travel to our clients. With our experience and diverse client base, we can demonstrate a commitment to ethics and integrity. We are a corporate authorised representative of Lonsdale Financial Group Limited, and will assist you in meeting your financial goals.

The Process

Defining the scope of engagement

Assessing your financial situation

Defining the scope of engagement

We will explain to you the process that we follow, find out your needs and make sure that we can meet them.

Identifying your goals

Assessing your financial situation

Defining the scope of engagement

We will work with you to identify your short and long term goals. This will form the basis of your financial plan.

Assessing your financial situation

We will take a good look at your position including assets, liabilities, insurance coverage, investment and tax strategies.

Preparing your financial plan

Implementing the recommendations

Assessing your financial situation

We will recommend suitable strategies, products and services, and answer any questions that you may have.

Implementing the recommendations

Once you are ready to go ahead, your financial plan will be put into action. Where appropriate, we may work with specialist professions such as an accountant or solicitor.

Reviewing the plan

Implementing the recommendations

Your circumstances, lifestyle and financial goals are likely to change over time, so its important to us that we review your financial plan regularly to help you stay on track.