Everyone has different reasons for seeking financial advice, but some of the most common reasons our clients have sought us out centres around major life events. We love hearing their stories and we share their hopes and dreams.

  • Often retirement is on the horizon and they are looking forward to travelling, a few have come to us with plans to buy a campervan and take off for a few months
  • A common theme is family – many pre-retirees are cutting back at work to look after their grandchildren and want to make sure they can afford to do this, and spoil the grandchildren as much as possible

Hear what clients say:

Over the past seventeen years, Geoff has given us everything we hoped from our financial planner including being contactable, explaining things to us in simple terms, knowing our family and understanding our requirements, knowing our investments, putting our interests first, eliminating the need for me to constantly monitor our investments and giving me the satisfaction of knowing that our future is in the best hands.
-- Arthur Nicholls

Rolf Wick has been my financial planner for the past 17 years. His positive advice for my investment portfolio has given me confidence to acheive my goals and for him to act in my best interests. His well chosen and friendly staff are always available for queries and information.
-- Lyn

In the sixteen years I have been a client, Rolf and his team have been nothing short of outstanding in managing my investments. Their individual service and advice over the years has given me complete peace of mind in this turbulent world of financial markets.
-- Geoff and Cate