We see clearly when offering planning expertise, with no affiliation to (or undue influence from) banks and other large institutions, allowing you to make an educated decision about your finances. Our 'fee for service' business model means you can trust us to provide professional, non-conflicted advice and we always operate with complete transparency on fees.
With a proven track record in the financial services industry, we specialise in offering tailored advice solutions to pre-retirees, business owners, investors and other professionals. Our advisors are university educated and fully qualified to provide you informative, easy to understand advice. We will listen to your goals and needs and provide thoughtful solutions to help your financial dreams become a reality.
With a proven track record in the financial services industry, we specialise in offering tailored advice solutions to pre-retirees, business owners, investors and other professionals. Our advisors are university educated and fully qualified to provide you informative, easy to understand advice. We will listen to your goals and needs and provide thoughtful solutions to help your financial dreams become a reality.
Services
Our journey
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Our journey started in 2003 when Kenneth Humble and Richard Goode -directors of Stanway Humble Goode Chartered Accountants - decided to establish their own financial planning firm. Their aim was to ensure clients received only the best long-term financial advice, with an emphasis on direct, income generating investments and appropriate tax structuring for retirement.
Services
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We understand that sometimes marriages don't work out. When you have accumulated many assets as a couple, splitting them equitably becomes incredibly important. We specialise in providing strategic advice to South Australian State Government employees and have a strong working knowledge of Super SA products, which have some unique advantages over standard retail or industry funds.
People
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As a minimum, our advisors have a university education in a relevant financial discipline, meaning we are qualified to give professional, non-conflicted and easy to understand advice. Our Advice Team will listen to your goals and needs and provide thoughtful, sensible advice to help your financial dreams become a reality.
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