• We deliver results. Review our Testimonials to see what our client have to say.
• We are an independent, family operated company.
• We have been in operation for over 17 years and our team has combined industry experience of over 100 years.
• Our business is based on strong family values.
• We support a number of organisations through sponsorship and charitable donations including Rotary Club of Preston, Circus Quirkus, Lions Club of Melbourne, Wheelchair Sports of Victoria, The Cancer Council and World Vision.
• We provide a wide and varied range of financial services and are dedicated to giving our clients the right advice.
• We are accessible and flexible in our scheduling of appointments in a time and place to suit your needs.
• We pride ourselves on personal service. Speak directly to your financial services specialist
• We provide constant and consistent communication, keeping you informed every step of the way and ensuring your goals and timeframes are met.
• We strive to educate our customers by keeping them informed of industry developments with regular newsletters, articles and correspondence.
• We have a wealth of technical expertise that can save and make you $$$’s – Wealth Creation.
• Our success is a result of our serviced based culture with many of our customers returning to utilise our various services.
• Our clients are happy to refer family & friends and we highly value these referrals and reward accordingly
• We have won Australian Achiever Awards for customer service over a number of years.
• We will do everything possible to ensure that you achieve the best possible outcomes.

Our experienced financial advisors are Authorised Representatives of Wealth Protection Advice Group Pty Ltd, Australian Financial Services Licence No. 337 807. Wealth Protection Advice Group Pty Ltd is independently owned and operated, providing significant benefit for clients by offering a more complete range of products and services, not limited by affiliations with specific funds managers or banks.

• Financial Planning
• Tax planning and wealth creation
• Risk insurance
• Mortgage & property finance

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