Why Choose Us?

Reputation

Most of our work is via referral from existing happy clients. Clients have told us that they have referred us because of the quality of our advice, service and guidance, and our easy to understand communication, which provides them with real peace of mind.

Personalised service

We are a small family business and want to keep it that way. Each and every client is important to us. Our practice has one Financial adviser; Lisa Gavranich. This means that you will always be dealing with Lisa (ie; there is no staff turnover) and we are not tied to any investment provider. This ensures that everything we recommend is what we feel is most appropriate to your needs and circumstances.

Continuous dedication to training, education, knowledge and expertise

While all financial planning professionals must undergo studies and maintain current financial and legislative knowledge, we place ourselves at the forefront to ensure we are ahead in the education stakes. Not just the knowledge, but importantly the understanding of how to use information to help you best. We do this by constantly researching and studying the latest tax-effective financial strategies and stay up to date with legislation, so we can constantly provide the right advice to our clients.

Over 20 years’ experience

Working in the financial planning industry since 1997 has given Lisa exposure to a wide range of advice areas including finance, accounting, and corporate superannuation. This translates into a wealth of knowledge in dealing with a wide range of financial planning issues and considerations.

A Unique step by step introduction discussion program to ensure we provide truly tailored solutions

We allow the time to discover your real needs, concerns, issues, and objectives through a structured and caring process. In this way we are able to ensure that you will be comfortable dealing with us and that we are in the position to be most effective in helping you. Secondly, it guarantees that when we provide you with planning services and advice, it is the most appropriate for you and your own personal circumstances.

Centrelink and other professional advice providers

We liaise directly with Centrelink representatives and other external professionals on your behalf, to make sure that everything goes smoothly a nd everything works, just as planned. This way you won’t have to worry and you’ll have more time to enjoy those things that are really important to you.

Straightforward advice

It is important to talk to a financial adviser who can give you straightforward advice and is equipped with a detailed understanding of all the issues that may affect your financial situtation including those you may not be aware of.