Who we are
We are a financial planning business based in Florey and our team has been providing professional planning advice over 26 years.
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.
We are part of the Ottavo Financial Group which is a private investment company dedicated to investing in high quality Financial Planning Practices throughout Australia. It was created to meet the demand for the delivery of high-quality financial advice to an increasing population.
Within our network we can deliver advice in all aspects of Financial Planning

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