Resources and Information Centre
Our Resources and Information Centre contains PDF files with important and useful data both in terms of information that we are obliged to pass on to you as well as information that we think would be of interest to you. This is only a sample of the information we provide our clients and access to much more awaits you should you choose our firm.
Financial Services Guide
Our Financial Services Guide (FSG) is an essential statutory document that we give our clients or anyone contemplating using our firm. Among many things it tells you our licensing details, our education & experience, the areas of advice we are licensed in, along with other information that assists in your better understanding of us and your rights when embarking on a financial advisory relationship. Our FSG changes from time to time and we update it on this site when that occurs.
Services Statements & Flyers
These PDF's contain helpful information and are regularly updated.
Household Budget Planner
Managing your finances well and understanding what is 'possible' in terms of financial planning usually starts with a good understanding of your living expenses. Our Household Budget Planner is designed to guide you and prompt you on all the things you are likely to spend your money on over the course of a year and as a result, will set the scene to determine what income is necessary to ensure that your planned expenditure is possible - print it out and you will be surprised at what you learn!