
“A goal without a plan is just a wish.”
Creating Positive Financial Solutions
for our clients…
“”I have always found Jane very knowledgeable and professional in her work with me, and would recommend Jane to anyone who needs help with retirement and superannuation investments.”
Colin, 65+ years, Nambour, QLD
“I have been using Jane for all my financial advice needs for many years now and cannot speak highly enough of her. I always feel like Jane is my financial partner and I know Jane genuinely cares not only about my financial security and strategies, but also me as a person. Jane is highly organised, very professional, ethical, honest and very knowledgeable. Her level of integrity is at the highest possible level and I have recommended quite a few friends and colleagues to Jane as there is real value for money in what she offers, which is well above and beyond the regular or standard financial adviser or super/insurance funds. Thanks Jane!”
Sam, 46 – 55 years, Karana Downs, QLD
“Jane is friendly, down to earth and patient. I appreciate her knowledge and experience. I can be quite risk averse so I value that she takes the time to listen to my questions or concerns and explains things clearly before I make a decision. She is very good with checking in, following up and keeping me informed and provides a high level of service.”
Robyn, 56 – 65 years, Clayfield, QLD
“Jane has been our adviser for many years now. Working with Jane has placed us in very good financial position in our retirement.”
Charlie, 65+ years, Eight Mile Plains, QLD
“Jane has always been available for advice, Jane has guided my wife and myself for many years, she is always diligent with her handling of our portfolio and is very personable as well. Thank you Jane for your involvement in our financial issues, and for your attention to our daughters needs. Laurence & Pat”
Laurence, 65+ years, Oxenford, QLD
“Jane has been a great help in advising me of all the information that I needed to transfer my superannuation into a sustainable pension. She had delivered all what I need to know into simple easy to understand English. Therefore I am confident that my pension will sustain me well into my golden years therefore not having any money worries in the coming years. I would highly recommend Jane to any of my friends.”
David, 65+ years, Beverly Hills, NSW
“I have been a client for many many years and Jane has always given me the best possible advice regarding my finances and now heading towards retirement. Jane has helped me over the years to grow my financial status to where I am now. Jane is honest, easy to communicate with and explains what I feel is complicated in an easy and understandable manner. Jane is always there to answer any question I have. Thank you Jane.”
Jacqueline, 65+ years, Boondall, QLD
Learn how we provide professional advice and solutions to our clients…

First Meeting
Build Client Profile
We schedule a meeting to get to know each other and to learn about your goals and objectives.
We complete a profile of your personal and financial goals. We develop a clear picture of your situation including budget. We discuss our services and make the costs involved clear.

Agreeing on a Service
Preparing and Presenting Advice
Once you agree to work with us, we prepare your specific advice. We analyse possible strategies and potential products and prepare our recommendations for your review.
We present our advice in a Statement of Advice (SoA) or Record of Advice (RoA) document and answer your questions to ensure you understand and are comfortable with our advice.

Implementation
Ongoing Advice
Once we have your permission to proceed, we begin implementing the agreed strategy, placing your investments and making recommended changes.
We review your advice via an Ongoing Advice Agreement, making changes to your strategy as required.