Significant years of industry & business experience: Coming from backgrounds in financial planning, banking, insurance, lending, retail and management, our advisers combined years of experience provided a broad expertise on which to call.

Longevity in the business: Thirty plus years in the industry ensures we are here for the long haul.

We are 100% independently owned which ensures recommendations are independent of outside influence.

Our own A.S.I.C. Australian Financial Services Licence (including Life Insurance Broker): Our first responsibility is to you the client, not to any organisation.

Adviser Training undertaken regegularly ensures our advisers are up to date with industry and legislative changes.

Appointment of a personal adviser and a personal service officer for you means there will always be someone to assist you when you have a need.

External and Independent Audits of our Authorised Representatives ensures compliance with PTFC, FPA and ASIC guidelines.

Ongoing care & periodic reviews to ensure your investments and life cover continue to meet your lifestyle needs & objectives.

Our commitment to quality within our organisation: Business integrity is maintained by adherence to our mission, vision and values. Documented processes deliver greater client satisfaction through more predictable outcomes.

Active involvement in the Industry through participation in the FPA Certification Committee for CFP Status and Dealer Group Committees.

Seminars to keep you informed: We conduct client educational and tailored seminars to deal with specific topics of interst and importance to clients.

This interactive & informative website designed to keep you informed and allow easy access to your adviser and to your investment portfolio.

Active Research of investments and products is conducted to ensure client portfolios are kept active.

Investment back into the business: A significant percentage of company income is re-invested back into the business to improve client services.

Our Business Advisory Group representing clients, suppliers and non-aligned bodies who give an independent outlook to the business.

Newsletters & Information Releases: Newsletters to keep clients informed and up to date with PTFC and industry news, and Information Releases are forwarded to specific client groups when the need arises.

 

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