About us

Who we are

We are based in <location>. We service clients from all over the state, and are dedicated to helping each of them achieve their goals.

 

In fact, you’ve probably noticed we talk a lot about goals. We’ve been passionately helping our clients explore, plan, track and ultimately realise their goals but, we cannot do any of that without a focus on building strong relationships with our clients. It’s our main priority.

So we ensure we listen to your needs and take time to understand your unique set of circumstances. We’re transparent about how we work and how we charge, which puts us in good stead to be able to deliver you with advice and solutions best fit to your life, needs and ambitions.

Our team of experts are well equipped to help you reach your goals. We have <#> specialists with experience across a range of areas like tax, insurance, superannuation, cash flow,… and the list goes on. So whether you’re 18 or 80, and need help with your goals, we have your needs covered.

Our financial planning expertise

The better the plan, the better the outcome. Therefore, we ensure we provide you with a comprehensive strategy starting with your goals, and following through with how to best structure your finances to help you reach those goals. Some of the areas we will investigate include:

  • How you are spending and saving your money
  • How you can simplify your finances to easily keep on top of them
  • How you can make your money work harder for you

Meet our team

Our advice team

Job title 1

Job title 2

Job title 3

Job title 4

Advice person name 1

Job title 1

Ba [insert degree] (Majors in [insert major])

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Advice person name 2

Job title 2

Ba [insert degree] (Majors in [insert major])

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Advice person name 3

Job title 3

[insert accreditation] (Specialty areas in [insert])

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Advice person name 4

Job title 4

[insert accreditation] (Specialty areas in [insert])

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Our goals coaches

Job title 1

Job title 2

Job title 3

Job title 4

Coach person name 1

Job title 1

[insert accreditation / degree] ([Specialty / Majors] areas in [insert])

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Coach person name 2

Job title 2

[insert accreditation / degree] ([Specialty / Majors] areas in [insert])

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Coach person name 3

Job title 3

[insert accreditation / degree] ([Specialty / Majors] areas in [insert])

Kim <Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Coach person name 4

Job title 4

Dani [insert accreditation / degree] ([Specialty / Majors] areas in [insert])

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Our support team

Job title 2

Job title 1

Job title 3

Job title 4

Advice person name 2

Job title 2

(Specialty areas in )

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Support person name 1

Job title 1

[insert accreditation / degree] ([Specialty / Majors] areas in [insert])

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Advice person name 3

Job title 3

(Specialty areas in )

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Advice person name 4

Job title 4

(Specialty areas in )

<Insert name> was appointed to the <insert practice name> in <insert month and year> and assumed the role of <insert job title>. <He / She> has served as <insert Committee name> from <insert year to year>. <Insert name> previously worked as <job title> at our practice.

Experience 

<Insert name> is a former <insert job title> with experience in <insert industry>. <He / She has served as a <insert community name> and <insert charity for <insert number of years>.

Maximum characters 1,100 characters including spaces


Accreditations

<INSERT PRACTICE NAME> in <INSERT CITY> is accredited with the highest standards of professionalism and advice. Click on the logos below for more information. 

Community

One of our goals is to give back to the community where we can. This includes providing free advice to charities in need, as well as raising money for local and national causes. 

Some of the ways we provide community support includes:

  • Raising $X for <insert X charity> in 2015
  • Hosting a fundraising night for <insert X cause>
  • Providing ongoing advice and support to X not for profit business <insert charity X Y Z>
  • Providing time and man power to the following causes <insert charity X Y Z>
  • Our directors and staff are also involved in organisations that are close to their hearts. They are: <insert charity X Y Z>

 

<insert charity name>

<insert Charity X description>

Character limit is 780 characters including spaces.

If your description is longer than this you'll see that the text extends below the image and will negatively effect the design of your page.

<insert charity name>

<insert Charity X description>

Character limit is 780 characters including spaces.

If your description is longer than this you'll see that the text extends below the image and will negatively effect the design of your page.

Find out what our clients have said

Testimonials