What Process Do We Use?
- Initial Consultation: Identify situation/needs
- Discuss any Barriers, Risks & Solutions
- Plan Preparation
- Plan Presentation
- Implement Plan
- Ongoing Care: Plan Reviews, Ongoing Advice, Service & Guidance
Why Choose Us?
- Our Process - A disciplined, professional, holistic Lifestyle focused Financial Planning process
- Reputation - Experienced staff, renowned for their high quality advice & service.
- Dedication to our Clients - Local staff focused on our clients needs.
- Team Based Approach - Having a team provides multiple contact points for our clients enhancing service and response to your needs.
- Relationship Based Approach - We value close relationships with our clients and feel this is essential in everything we do. We position ourselves as your financial co-pilot to keep you in good “financial health” so you can achieve and maintain your individual lifestyle choices.
- Industry Commitment - Our team has over 136 years experience in financial services.
- Qualifications and Education: Dusty Powter - Dusty has over 40 years experience in financial services and financial planning. He is & Certified Financial Strategist (CFS) member of the Australian Association of Independently Owned Financial Professionals (AIOFP) and a Certified Financial Planner (CFP) member of the Financial Advice Association of Australia (FAAA). These are the highest level of professional endorsement for Financial Planners and holds a Diploma in Financial Planning from Deakin University. He is also a Senior Associate of the Financial Services Institute of Australia (SA Fin.).
- Qualifications and Education: Wayne Powter - Wayne has been a Financial Planner since 2003 and has over 27 years experience within the financial services industry. His work experience is varied and includes over 7 years within Centrelink working mainly in the retirement area. Wayne holds a Diploma of Financial Services (Financial Planning) and an advanced Diploma in Financial Services (Financial Planning), a leading educational course of study for Financial Advisers. He is a Certified Financial Strategist (CFS) member of the Australian Association of Independently Owned Financial Professionals (AIOFP) and an Affiliate (FAAA Aff.) member of the Financial Advice Association of Australia (FAAA), the pre-eminent professional bodies for Financial Planners in Australia.
- Code of Conduct & Ethics – Our team is committed to the high professional standards in line with the FPA code of conduct. We recognise mutual trust, respect and confidentiality is crucial in everything we do for our clients.
