Our Services
SMSF & Superannuation
We all desire to have a rich and rewarding retirement. This outcome is only achieved through a long- term plan…
Investing
We have access to sound and current investment research which combined with our considerable experience…
Personal Insurance
Whilst personal insurance can be a confronting subject, it is a vital part of risk management and planning…
Business succession
Is there a plan in place to protect the value you have created in your business?…
tax
planning
Many financial and succession strategies have tax implications and it is important to factor these…
Retirement planning
Retirement planning is the cornerstone of any long- range financial plan.
estate
planning
Estate planning is the process of arranging for the management or disposal of a person’s estate…
Cashflow management
This process ensures that the outcomes achieved from a financial plan…
Our People
Tim Davis
Partner
Tim has been a Director of public accounting practices in Toowoomba and Brisbane for over 35 years…
Jeff Trevarthen
Director
Jeff has over 35 years experience in public practice, having been a Principal with a large…
Matt Long
Director & Financial Adviser
Matt has held a licence to provide financial advice since 2005 and enjoys impacting…
Darren Morris
Director & Financial Adviser
Darren has been providing holistic financial planning advice since 2007 and joined…
Teresa Robertson
Client Services Manager
Teresa is our Client Relationship Manager and ensures that the client experience…