We provide a full range of financial planning, taxation and legal services to all of our clients. Through our licencing arrangement with Dover Financial Advisers, we enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice and inter-generational financial planning.
We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.
We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.
Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.
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What Our Clients Are Saying About Us
“We have been clients of Greg’s for approximately 8 years. In that time, Greg has always offered tailored advice to suit our ever changing situations and we have been indebted to Greg for putting our best interest first when offering advice. He knows that having a growing family can sometimes derail the budget, but his strong focus on controlling cash flow has always helped us get back on track. The most important aspect of having a financial advisor is someone who you can trust and have open lines of communication with. We have found that Greg has always been available in this respect when we have had concerns or when in need of advice.
Most recently, Greg’s advice has helped us to reduce our insurance premiums by over $3000 a year. This was achieved by removing unnecessary cover and streamlining our life insurances, making our premiums more affordable and in keeping in line with our current situation.
Greg’s main focus is to help us to understand, be in control and accountable of our own cashflow. Over the years we’ve had different investment strategies but he has always emphasized the importance of controlling our cash flow. We have been very fortunate to have someone like Greg to help us achieve our goals and plan for the future.”
I met Greg McCurdy eight years ago. I was looking for a financial adviser to provide assistance with planning for financial security in my retirement, subsequent investment requirements and estate management and he was personally recommended to me by a family member. From the outset, I found Greg to be a very personable, well- qualified professional, with experience in the services I required. I have been more than satisfied with our regular meetings and reviews, and feel confident that I now have financial security as a result of Greg’s ability to meet my expectations. He is very competent, approachable and accessible and has impressed me with his professional ethics.
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