Our Services
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SMSF & Superannuation
We all desire to have a rich and rewarding retirement. This outcome is only achieved through a long- term plan…
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Investing
We have access to sound and current investment research which combined with our considerable experience…
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Personal Insurance
Whilst personal insurance can be a confronting subject, it is a vital part of risk management and planning…
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Business succession
Is there a plan in place to protect the value you have created in your business?…
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tax
planning
Many financial and succession strategies have tax implications and it is important to factor these…
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Retirement planning
Retirement planning is the cornerstone of any long- range financial plan.
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estate
planning
Estate planning is the process of arranging for the management or disposal of a person’s estate…
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Cashflow management
This process ensures that the outcomes achieved from a financial plan…
Our People
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Tim Davis
Partner
Tim has been a Director of public accounting practices in Toowoomba and Brisbane for over 35 years…
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Jeff Trevarthen
Director
Jeff has over 35 years experience in public practice, having been a Principal with a large…
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Matt Long
Financial Advisor
Matt has held a licence to provide financial advice since 2005 and enjoys impacting…
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Darren Morris
Financial Advisor
Darren has been providing holistic financial planning advice since 2007 and joined…
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Teresa Robertson
Client Services Manager
Teresa is our Client Relationship Manager and ensures that the client experience…