Who we are

We opened our doors in September 1980 and have called the Gold Coast home ever since, although now days about two thirds of our clientele are non-Gold Coast…with clients in every State of Australia. We directly advise on and manage over half a billion dollars for our clients.

We have won 35 National Awards, based on:

  • quality advice our philosophy is simple, “serve and advise every client as if they are family”
  • compliance we adhere to strict operating protocols and industry best practice
  • business growth we have grown by an average of 23% every year for over a decade, which is quite pleasing considering that our only form of advertising is word-of-mouth
  • client retention there is a 99% chance that a new client will still be with us in ten years’ time
  • innovation our creative and strategic thinking keeps our clients ahead of the game
  • workplace culture our average length of staff service is over 10 years

Let's Chat

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