Our wealth management services are provided through our joint venture partners Knight Financial Advisors. They are industry experts and hold their own financial services license which means they are not tied to any banks or financial institutions.

The directors of Knight are Certified Financial Planners (CFP’s) which put them at the pinnacle of the profession in terms of formal qualifications.

Financial wellbeing and ultimate independence requires focus, expertise, detailed planning and execution. With your best interests and goals in mind, the team at Knight will work with you to design the right strategies to achieve your objectives.

Services offered include:

• Strategic advice preparation
• Individually designed investment portfolios
• Life and income protection insurance
• Superannuation structuring
• Retirement planning
• Estate planning

If you’d like to know more about our wealth management services please contact us and we’ll be happy to go through more details.