Our Story

Our Mission

We want to help our clients make the best of tomorrow by identifying and reaching their goals.

Our Vision

Protect, assist and help our clients grow their assets to achieve their dreams and support their families.

Our Values

Sticking to what we know to offer the best for our clients, remaining transparent to improve their future.

Chris McGlinn

Director and Principal Adviser
Chris became a financial planner in 2005 after a successful career with BHP, starting in Industrial Relations to working his way up as the head of strategy for BHP Transport and Logistics.

After stepping back and taking some time away to improve skills and study further, Chris began working as a consultant advising small businesses. During this time he ascertained that his skill set would be best utilised helping people secure their financial plans.

Chris provides tailored solutions and advice that is best suited to each individual with a focus on deliver long-term benefits. His goal is to give you peace of mind, clarity and confidence when making decisions to help secure your financial future.

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Get in touch today for financial advice.

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