You've been referred to us by someone who values what we do, and we couldn't be more honoured. They believe we may be the right team to help you with your financial journey.

Whether you're looking to refine your current financial plan, explore new options, or simply gain clarity and confidence in your financial future, we're here to support you.

​Let's start the conversation and see how we can help. Reach out to us today for a no-obligation chat with our financial planner, Michelle.

Who is Michelle Jones?

Michelle  has over 11 years experience in the financial services industry. She has been providing advice since 2017 and holds a Bachelor of Commerce (majoring in Accounting and Finance) and a Graduate Diploma of Financial Planning.

She is a current member of the Association of Independently Owned Financial Professionals (AIOFP) and is a Justice of the Peace (Qualified).

​Michelle enjoys assisting her clients to develop strategies to grow and protect their wealth and to work towards a better financial future.

What Services do we provide?

Comprehensive Financial Advice
Tailored strategies to help you achieve you financial goals, both short and long-term

Superannuation
Strategies to maximise your superannuation benefits and plan for a comfortable retirement.

Retirement Planning
Personalised plans to ensure financial security and peace of mind in your retirement years.

Aged Care
Guidance to navigate the Aged Care options, ensuring the best choice for your circumstances, to manage the cost of aged care fees, including accommodation and daily fees.

Risk Insurance
Protecting your income, assets and family with appropriate insurance solutions.

Taxation Strategies
Minimising your tax liability with effective, compliant financial strategies.

Centrelink Benefit Advice
Assistance in maximising entitlements such as Age Pension and other support.

Estate Planning
Ensuring your wealth is preserved and transferred as per your wishes.

Cashflow/ Debt Management
Practical solutions to help you take control of your finances, helping you manage and pay debt effectively freeing up resources for future goals.