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You don’t live for money.
But to live, it’s a matter of it. 

DREAM. PLAN. HAVE
FINANCIAL FREEDOM

AFFORD THE LIFE YOU WANT

INVEST AND GROW WEALTH

UNCOMPLICATE YOUR FINANCES

It’s true!
You can handle your finances on your own.

However, it’s not your fault if it all feels too much, messy and all over the place. 

It can be overwhelming managing it all - superannuation funds, life insurance and income protection policies, cash flow responsibilities, savings, investments, and taxation.

You only know what you know, right? Financial literacy isn’t taught in school. 

So how can you do well when you lack expertise and understanding? 

As financial planners, we know this stuff inside-out.

It’s our job to do the heavy lifting and financial sifting, so you don’t have to. 

To live … it’s a matter of money.

To retire … it’s a matter of money.

Personal insurance and income protection are …matters of money.

Your money matters. 
Be sorted.
Be successful.

Let Us Help you turn your financial question marks into exclamation points!

We are the ones that help you PLAN for and HAVE what you financially DREAM about.  

When you have a plan, you know where to start, how to get back when things go off track, and the goal of what you’re working towards, focused in front of you. 

Our team helps you manage your money, and your money matters, so you can live the way you want to. 

Missteps, mistakes, and making money choices without professional advice can cost you money or have you miss opportunities to have more. 

Talking to a financial planner gives you an idea of what’s possible and what’s available. 

You wouldn’t handle a complex legal issue without the expertise of a lawyer, as the legal system can be intricate and challenging to navigate. The same principle applies to financial matters.  

Professional guidance makes a significant difference in securing your financial well-being, avoiding trouble and achieving your goals. 

OUR SERVICES

WE CAN HELP YOU IF YOU….

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What Our Clients Say About Working With Us

We have known Jared for a number of years. He has provided us with good, sound advice in the lead up to our retirement as a self funded couple.

Jared has saved us or made us more than his costs in investment returns and Superannuation advice. He is good at understanding our requirements.

We would recommend Jared to any person looking for friendly advice.

Bruce and Liz - Bellingen

Jared seems to be on top of what strategies meet our needs. He is always ready to offer us information and advice on any questions we ask. Sometimes he gives advice on things we were not aware of.

Margaret - Macksville

Jared was so easy and comfortable to deal with. It’s fair to say that both my husband and I have fairly poor financial knowledge - which is why we sought Jared out, who had come highly recommended to us. He communicated complex processes simply, and I was never made to feel stupid when I asked my many stupid questions. Jared advised and guided us in areas of our finances we had never considered. Since our time with Jared and his recommendations we feel increasingly confident in our financial future. We highly recommend Jared and are forever grateful for what he was able to implement for us.

Donna - Toormina

I’ve been dealing with Jared for a few years now and am very satisfied with all his advice and handling of my affairs. Great at what he does and all round good bloke.

Deborah - Woolgoolga

Jared has been so easy to deal with from our very first communication together. I went to him with little knowledge about what I needed and he very quickly explained things and gave me options in a language that I could easily understand. He provides advice based on what is best for my situation and always gives me options. I trust him to handle my family affairs and it has taken a great deal of weight off my shoulders. He responds quickly and makes the whole process as easy as possible.

Carly - Woolgoolga

Jared explains financial matters clearly and displays an excellent understanding of all. He is honest, reliable and conscientious and a pleasure to deal with. I would highly recommend his services.

Kay - Woolgoolga

Jared is very easy to talk with, always prepared to listen, and very professional. He has great knowledge of many products & services, and provides excellent advice on all products for our needs. He is prepared to go that little extra mile to ensure the right options for us before proceeding. We are happy to have Jared taking care of our financial situation. Always happy with his professional approach.

Ian - Boambee

Jared has always been professional and provides excellent advice for our particular needs. He is always prepared to go the extra mile to research a variety of options.

Brian & June – Nambucca