We are a financial advisory firm who work closely with progressive accounting firms and their clients from Brisbane City North - including the Sunshine Coast, South East and Central Queensland.
Why did we come into the office today?
We exist to assist you in successfully dealing with your financial planning, investment and insurance needs.
Our objective is to provide you with informed, well researched, clear and straight forward advice that will assist you in making sound financial decisions.
Our aim is to ensure that the decisions that you will make have a positive impact on your most precious assets - You, your family, your business, your future.
We focus on what we do best, and so does your accountant
Your accountant is one of the clever ones, who understand the importance of focusing on what you do best and partnering with trusted advisers to do what they do best.
Together, as a team with individual and specialist knowledge and skills, we focus on you, your individual circumstances, objectives and dreams. We take a 'holistic' view of your world, and work with you to ensure that all bases are covered.
Integration is the Key. Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process.
Your accountant will work with us to bring these elements together and to assist you through the planning process
Malcolm is a true veteran of the financial services industry, with almost 30 years of know-how and experience.
Since 1986, Malcolm has held senior client service positions with the investment teams of large fund managers, providing investment services to corporate and industry superannuation funds.
Malcolm became a personal financial adviser in 1999 and has extensive experience in helping clients to organise their financial affairs, reach their lifestyle goals and retire with peace of mind.
Malcolm's qualifications and professional memberships include an Advanced Diploma of Financial Services (Financial Planning) and he is an Accredited Investment Fiduciary.
Malcolm's ASIC Adviser Identification number is: 275560
Also in Malcolm's corner are the professional support team from Merit Wealth, backed by a wealth of 'best of breed' industry know-how and resources.