A brighter path to your financial future.
We provide a comprehensive and integrated financial planning service to tailor the right plan for your needs .
Get ready to take control of your finances.
Meet our team.
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Philippa Hogg (Pip)
Pip has been a financial planner for 20 years.
She loves to get to know her clients and provide a very personal level of advice that can only be achieved by building a relationship with them.
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Ben Allen
Ben has been a financial planner for over 15 years.
Ben's focus is to build a relationship with his clients and develop the confidence that taking control of your finances provides.
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We provide advice on all areas of your financial situation, integrated to ensure that all your financial planning needs have been met.
Our Services
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Cashflow and Budgeting
We can help you understand and take control of your finances to keep you on track throughout your life.
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Superannuation
Super is a complex area with many rules - we will help you make the most of the tax benefits contributing to superannuation can provide.
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Defined Benefit Superannuation Funds
Our team has worked in this specialist area for 14 years and has an expert understanding which will allow us to guide you in the best direction for your individual needs.
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Retirement Income Streams
Helping you understand the enormous benefits from both taxation and flexibility that these can provide in retirement.
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Investments and Risk
Ensuring the investments we help you choose meet your needs as an individual, considering both return and volatility of different investments.
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Estate Planning
Ensuring you understand your own estate planning needs when to seek professional legal advice, so you and your family are protected
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Centrelink
We will help you maximise any entitlements such as an aged pension.
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Aged Care
This is a complex area and your whole financial situation must be understood to ensure you can meet the needs of current or future aged care.