First Principles Financial Planning

Over more than 35 years, we have built a professional practice in financial planning by helping clients achieve their goals, and done this by making sure I truly understand what’s important to them and ensuring my advice exactly suits their needs. Our clients always feel secure, as our advice is easy to understand, easy for them to act upon, realistic and achievable. What’s more, our team gets involved throughout the process to make sure our clients stay on track and get things done when needed. While we focus on making things easy and manageable for our clients, we fully understand that sometimes their needs are technical and they have requirements that are complicated. Our clients feel reassured due to our extensive technical knowledge, especially in the areas of Self-Managed Superannuation Funds (SMSF), as well as structures such as Family Trusts and Companies. Our experience means we will know exactly what to do, how to do it, and most importantly, be able to avoid what not to do. Our clients know they are getting the best service, as we understand the importance of working closely with their professional advisers and communicating well with everyone. We recognise that when your accountant, lawyer and financial planner all understand your goals and work closely together, you will achieve superior outcomes. Finally, our clients trust us, as they always understand what they are paying for and they have control over what we do for them from a cost perspective. Our fees are transparent as we operate on a Fee for Advice basis, and have done so since 1994. This allows for an agreed flat fee for expertise, and we believe ensures no bias towards particular strategies, investments or financial products. This means our clients are always in the best place for their financial affairs. Specialties: • Estate Planning • Aged Care • Self Managed Superannuation Fund (SMSF) strategy • Defined Benefit Superannuation • Expatriate Assignments • ASX Listed Investments