The Kedron office was established in 2000 from a need to offer a unique and comprehensive investment service to our clients in Kedron and surrounding suburbs.
Our office is uniquely owner managed - we believe this differentiates us from many other financial planning groups, adding another level of commitment, focus and motivation to our role as your adviser.
Our origins began in stockbroking, and our experienced advisers are attuned to the markets and its various cycles.
The success of the Kedron office is driven by the tailored and individualised nature of our service. Relationships with our clients are long term and are based on trust and transparency.
Download our services brochure which outlines our advisory process, investment philosophy and client service offering.