We are a financial planning business based in Subiaco and have been providing professional planning advice since 1994.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Kim Harris

Managing Director, Principal Financial Planner

Wesley Robinson

Financial Adviser

Trent Kieckhefer-Parr

Financial Adviser

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Book a complementary initial consultation and discover how we can help you own your tomorrow