Advisers in Bundaberg, Hervey Bay, Maryborough and the Sunshine Coast




Many people struggle to define what good financial advice is. Our team thought long and hard about this many years ago so we could be sure we knew exactly what good financial advice looked like. As a result we are very clear: Good financial advice makes a meaningful positive difference in the lives of our clients.

Everything we do is based on this principle. Every decision, every recommendation, every conversation is focused on making a meaningful positive difference for our clients. This singular focus is what keeps our clients coming back year after year, and sending their family and friends to us for advice.

AR no: 000361232
CAR no: 000361231
Financial Services Guide


  • Office 0459 229 044
  • Fax 07 3112 5930
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

Everyone has different goals in life. But whatever your dreams are, good financial advice can help you achieve them. What’s more, an experienced adviser can help you decide what to do right now, so you can live for today, knowing you’re prepped for the future.

Every day we have to make financial decisions, some more daunting than others. The purpose of financial advice is to help eliminate the stress involved when having to make those big financial decisions and commitments.

 

 

Talk to us about:

  • Personal insurance

    Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

  • Investment planning & wealth creation

    I will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

  • Superannuation & rollover advice

    Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you discover super strategies to make sure you're making the most of this valuable resource.

  • Retirement planning

    We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

  • Cashflow coaching

    Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

"Thanks so much for your excellent advice and assistance . We have been very grateful for your help and impressed with your service Jess.
"

M & J G - Financial Planning
Bargara, QLD

"Thanks Sacha again for today. We are extremely pleased that what we put in place 5 years ago is coming through to fruition. I am confident that we will get to where we need to before retirement. Can’t thank you enough. See you in August, just email me the week of
"

R and J Collier - Financial Planning
Bundaberg, QLD

"Thanks to your team for your help over the last two years while I have been on income protection. Your efficiency, professionalism and constant updates has made this period a lot easier than it could have been. My first day back is the 14th and I’m looking forward to it."

J Wright - Financial Planning
Hervey Bay, QLD

"Thanks heaps Jess for all your hard work, I couldn't have asked for anyone better to help us through this tough time. I have told my friends and family of how easy and professional you and the team are to deal with and recommend you and the team all the time. Keep up the good work."

Warren - Financial Planning
Bundaberg, QLD

"We both just wanted to say a big thank you for talking us into taking the trauma cover when we ran into you last year. Without the payment we received from Asteron I don’t know what we would have done. As you know it basically covered me to have 12 months off work while I looked after Judy, paid for all her specialist treatment and surgery and even allowed us to pay down some of the mortgage. We are all still praying for a full recovery and the latest tests show that we are almost out of the woods. All the best Sacha.
"

Peter - Financial Planning
Norville, QLD

"Hi Sacha thanks for today. It has been a massive relief to get my super and insurance sorted. It has just been something that I have been unable to get to and don’t understand. The premiums for the insurances look reasonable considering the peace of mind this will give us now we have the home loan. The estate planning solicitor you advised we see has also been terrific and our wills are sorted as well. I will be encouraging my mates to do the same thing and come see you. "

Bryce - Financial Planning
Noosa, QLD

"Hi Sacha, thanks for those projections. You made this very easy to understand. Can’t believe that this will have our debt paid off 12 years faster than we were going to. I can see that saving into my super at a lower tax rate will make a huge difference over the next 20 years. Will drop in next month when I get back from work to arrange this with you and payroll. Thanks mate.
"

John Hardgraves - Financial Planning
Noosa, QLD

"Hi Sacha, what you told me about Centrelink was spot on. It was great walking in there knowing where I stood. Everything seems to be moving along now. I really appreciate you taking the time to understand my situation and share your knowledge."

Lester - Financial Planning
Mooloolaba, QLD

"Dear Sacha, we would like to extend our thanks and gratitude for all you've done for us... As you know, if it wasn't for you, we wouldn't have known about our entitlement. Your professionalism and constant contact was very much appreciated and helped make the process easier that had we tried to do it all on our own. Wishing you continued success."

C & R B - Financial Planning
Gympie, QLD

"Thanks heaps for all your hard work, I couldn't have asked for anyone better to help us through this tough time. I have told my friends and family of how easy and professional you and the team are to deal with and recommend you and the team all the time. Keep up the good work :D!! thanks heaps for all your hard work, I couldn't have asked for anyone better to help us through this tough time. I have told my friends and family of how easy and professional you and the team are to deal with and recommend you and the team all the time. Keep up the good work :D!! "

W N - Financial Planning
Bundaberg, NT

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