Frequently asked questions:
What is PIFA (Profession of Independent Financial Advisers) and the Gold Standard of Independence™?
You can learn more about independent financial advice and how to locate a genuinely independent adviser via the PIFA website.
Do we provide tax agent services?
No. We do not lodge tax returns or provide tax (financial) advice. We will work with your accountant or refer you to a reputable tax professional to seek specific tax advice.
Do we take cash?
No. We also meet our obligations under the Anti-Money Laundering Counter Terrorism Financing legislation in reporting suspicious transactions or investments. You can pay for our services using cheque or EFT.
I am a Pilot with Qantas and hold QantasSuper, can you still advise me?
Yes. As we have no links to product manufacturers, we can work with any product that is in your best interests.
Can we work with family groups?
Yes. We often work with families. It can provide peace of mind to know your family are all involved in your plans. Our advisers have professional experience with many of life’s most challenging family situations. This includes considering entering aged care and family members with disabilities – we offer impartial advice with empathy.