The Gosford office was established in 2003 and today consists of three advisers and two support staff members.
Simon, Michael and Joshua are the principal shareholders who own and operate the Gosford office and have a vested interest in growing a sustainable long-term business by developing lasting relationships with clients.
Our origins began in stockbroking, and over the years our advisers have become attuned to the markets and have experienced its various cycles.
In more recent years though, we have also adapted to become extremely experienced Financial Planners.
We also share a strong belief that wealth protection is one of the cornerstones of financial security and that its critical you get the right advice on how to protect your wealth and create the right income in retirement.
This means we have the market knowledge of traditional stockbrokers, combined with the technical expertise and resources of financial planners.
Our approach is to work with you to build a bespoke investment portfolio offering you more control, flexibility and transparency.
Contact us today to find out how we can help.