What We Do
We Give Independent Advice
We are a boutique local financial services business operating from Geraldton, WA since 1999. We offer specialised independent financial advice solutions for clients working largely in the farming, fishing and resources industry. However, we also service clients small business clients and clients active in the resource and medical industry.
We believe every human being can define their future and make their dreams become a reality.
We do everything in our power to achieve our loyal clients long term objectives through goal based advice. We are unique as we limit our clients to a select 60 families only. We do not give incidental or ad-hoc advice.
Transparency, accountability and results
From the first meeting onward we aim to be as transparent as possible with our thinking and doing. Our commitment to independence means we only get paid directly from you or your superannuation account. You will know upfront what our advice cost. No strings attached.
We stand by our advice and financial projections. We developed our own software to display the differences between our projections and your current position. To reach your financial goals accountability is required from you and our team. We encourage our clients to follow and implement our recommendations. While we respond with conservative projections and assumptions.
Our ideal client is one who appreciates financial planning as a long term commitment to change for the better. We have been fortunate to have built many close relationships with our clients over time which allows us to understand our clients better. Our 3 times a year progress meetings dissect the results in to temporary changes and structural changes with corresponding decisive action plans.
Our client base consist of at least 60% of farmers and fishing clients.
A a consequence our focus has developed further in this industry.
Farming and fishing is a complicated business that requires our expertise. Often clients have limited access to technology and financial tools that can help them create wealth.
Our referral sources tell us that many pay way too much for below average services. and they do not know what to do about it.
Often stuck with old BT and AMP products that are inefficient and costly.
But we are here to help. We have extensive experience in how a farming business works and how the success relates to our weather.
Our joint venture with Adam Hunter Pty Ltd allowed us to have a unique insight in many clients operations.
From pastoral operation to mixed operations, from Gnaraloo to Mundaring. Our principle adviser even has been seen shearing a sheep or two!