Your complete Wealth & Retirement planning solution

Superannuation, investments, government defined benefit expert (PSS/CSS/MSBS)

About

James Smith - Financial Adviser

When choosing a financial Adviser it is crucial they have the knowledge, education and experience to truly help you.

I am a fully licensed and tertiary educated financial adviser. Don’t risk your important financial decisions to those not qualified to help you.

Pure advice

A pure, non conflicted and non bias fee for service financial advice business. We do not accept commissions from product providers and we ensure that our advice is always in your best interests.

Public sector (CSC) super experts

James is an expert in Commonwealth super super schemes and is able to provide detailed yet easy to understand coaching and advice on PSS, CSS, MSBS and DFRDB.

Experienced and licenced

James is a highly experienced, Master of financial planning qualified and licenced financial adviser. He has spent decades assisting clients in all facets of financial advice and retirement planning.

Transparent

My clients trust me with their most important financial decisions because they know I will always act in their best interests. All fees, risks and options will be provided in relation to the advice sought in a clear and easy to understand way (no jargon!)

Relationship focused

Be it a once off coaching session to answer some specific questions or formal ongoing advice agreement. James is always there when you need him.
Just some of our

Services

Our services are designed to meet all your advice needs

Investment Advice

We can help you develop your own investment and portfolio strategy, helping you decide which underlying products to invest in and how much risk to include

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Email Q & A

Got a quick question and want it answered now rather than later? Just email it through and I will provide a detailed yet easy to

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Financial Advice

Ensuring a comfortable retirement requires discipline, and quality planning. You need to understand how you can maximise the opportunities offered by changes to regulation, taxation

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What our happy clients have to say

Testimonials