We specialise in investment strategies and advice, financial planning, home and investment loans, superannuation, retirement planning, business loans and equipment finance, wealth tips and strategies for your financial security
 
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About Us

Our Mission
Our Services
We offer a FREE Initial No Obligation Consultation!

Our Mission
We provide quality personalised service to assist our clients in achieving their financial goals.

Our Team
Kevin Cummings
Kevin has been a qualified accountant since 1978. He has a Degree in Financial Administration and has over 25 years experience in the management of small and medium businesses.

Apart from providing traditional accounting and taxation advice, Kevin's specialty areas include:
Small business management; and
Self-managed superannuation funds.

Julie West

 
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Planning for Life

Julie has a Bachelor of Business Degree and over 20 years of experience in commerce and public practice.

Apart from providing accounting and taxation advice, Julie's specialty areas include:
Quickbooks and MYOB;
Business structures; and
Self-managed superannuation funds.

We offer a FREE Initial, No Obligation Consultation!
Contact us today for a no obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but will help you decide whether the services we offer are right for your needs.* Find out how our services can help you.

*This free consultation does not include tax and accounting services.

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