'ADVICE THAT COUNTS'

A Business founded by Les Mumme in 1963, has developed over the past 40 years into a dynamic company, at the forefront of service provision, in the rapidly expanding financial planning industry.

We now employ 5 Financial Planners, 1 Paraplanner, 2 Personal Assistants, an Administration Secretary, a Mortgage Consultant and a Company Secretary.

Located at Level 1/ 72 Kings Park Road, West Perth, our offices are professional, convenient and offer our clients a comfortable and secure environment.

HOW WE CAN HELP YOU

YOUR COACH

Establishing your lifestyle goals
Identifying commitments and accountabilities for you and your adviser
Keeping track of financial issues that are important to you
Leadership and discipline to achieve your goals

YOUR ADVISER

Interpreting complex issues for you. For example taxation,
    superannuation, investment, social security, estate planning, insurance and debt
Providing simple solutions
Ensuring all recommendations are in user friendly terms and easy to follow.

YOUR MENTOR

Professional intimacy and care
Proactive communication

YOUR PROJECT MANAGER

Total financial organisation
Holistic planning approach
Integrating other professional services