About us

Who we are

We are a financial planning business based in Waverley and have been providing professional planning advice since 2011.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

Meet our Financial Planner

Jason Kwong

Authorised Representative 327631

For more information about us, including areas we specialise in, please download our Financial Services Guide

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Come and chat with us about how we can help.

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