Charities

One of the core values of our business is always giving back to the community.

Our team volunteer in a variety of ways within local community organisations, doing everything from lending a hand to flip sausages to providing pro bono professional assistance.

There is just something nice about helping out others.

We also like to provide financial support to a wide range of charities and organisations as well.

Over the years we have done plenty of fun things to raise money, such as growing a Mo for  Movember, organising the Oaks Day lunches, Biggest Morning Tea and attending Charity Balls with clients but to name a few.

And sometimes its good fun to just hand over a big novelty cheque!

Since 2007 we have donated over $91,000 to a growing list of organisations including:

  • Cancer Council
  • Donkey Shelter Inc
  • Fight MND
  • Graeme Clark Foundation
  • Melbourne Institute of Plastic Surgery
  • Movember

 

  • Multiple Sclerosis
  • Peter Mac
  • Reach Out
  • Rosanna Primary School
  • Royal Children’s Hospital
  • Salvation Army
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Cancer Council
Oaks Day 10
Oaks Day 5
Oaks Day 4
Anthony Movember
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Oaks Day 2
MND 2
A & K
Oaks Day 8
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Movie Night 3
MND 1
Biggest Morning Tea
Movie night 2
Oaks Day 9
Oaks Day 6
Movie Night 1
Donkey Day 3
Oaks day 7
Oaks Day 1
Noah & Charlotte
Donkey Day 2
Donkey Day 1
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Charity 1

Charity 1

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Home Loans

Home Loans

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Investments

Investments

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Insurance

Insurance

Let’s face it, no one like talking about death, but is going to happen sometime.

And while living well in to your 80’s or 90’s is not an unrealistic expectation, the reality is some of us won’t make it that far.

If you were not around, what impact and changes would that mean for your spouse, children, family and co-business owners.

If you were to die would your family be financially better off, worse off, or the same?

Life Insurance won’t bring you back, but it will provide a lump sum to clear a mortgage and other debts such as business loans or credit cards, cove the funeral costs and most importantly provide a remaining lump sum which can be invested to replace your lost income earning capacity

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SMSFs & Superannuation

SMSFs & Superannuation

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Retirement Planning

Retirement Planning

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Our promise

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Proactive

Proatively keeping our customers ahead of the pack.

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Key Performance

Establishing Key Performance Indicators to track the critical success factors of our customers businesses

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Opportunities

Identifying opportunities for our customers business’ growth and improvement rather than simply ‘crunching’ historical figures.

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Wealth

Assisting to build and manage wealth for our customers whilst complying with statutory requirements.

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Value & Service

Charging a yearly, all inclusive fee paid monthly, rather than an hourly rate thus offering you better value and service.

Stay in touch and keep up to date
(03) 9499 7444Contact us
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