Serving Western Australia since 2000.
Our Philosophies
Risk Management
We help our clients reach their long-term financial goals. An extremely important part of this is making sure that they have the right insurance cover, to ensure that no matter what happens, their goals will be achieved.Investment Models
We do not believe that our role is to attempt to generate the highest possible returns. Our aim is to guide our clients through all the different aspects of financial planning in order to assist them in achieving their goals and dreams. An appropriate investment strategy is only one part of financial planning.Service Partners Selection
In rating a platform, we apply a methodology that has been developed over more than 20 years. Ourfocus is on six primary criteria: investment choices, member services, overall fees, estate planningfeatures, insurance matrix possibilities, and organisational strength.Ongoing Support
Ongoing support means having dedicated professionals who are readily available to address your needs and concerns, whether it's navigating financial decisions, adjusting investment strategies, or planning for major life events. With our commitment to your financial well-being, you can expect reliable guidance and peace of mind as we help you navigate every step of your financial journey.
"I am proud to have a team committed to delivering exceptional financial services to our clients. We always prioritise transparency and integrity in everything we do. The goal remains to empower clients with the knowledge and strategies necessary to achieve their financial objectives confidently. With our team's dedication, we look forward to continuing to serve and support our clients on their path to financial success."
Akash Brahma, Principal"The mission has always been clear: to provide unparalleled financial guidance and support to our customers. I have been committed to delivering innovative solutions, personalised service, and technical knowledge . With our team's expertise and passion, we strive to exceed expectations and build lasting friendships."
Gwyneira Brahma, Principal
Advisor Values
Trustworthiness
- Trust is earned by good conduct. We act in good faith, with integrity and honesty in all our professional dealings. Acting ethically, with trustworthiness, promotes trust in the profession of financial advice by consumers, enabling the community to feel confidence in accessing and utilising professional financial services.
Competence
Our team has the knowledge, skills and experience necessary to perform our professional obligations. We assess the professional services required by each client with regard to their individual needs, priorities, circumstances and preferences, expressed or implicitly identified as the subject matter of the financial advisory engagement.Honesty
We conduct ourselves with complete integrity in all our professional dealings with our clients and with all others that we engage with in a professional setting. It requires transparency, frankness and fairness to each of our clients, even where this may cause us personal detriment.Fairness
Our advisors bring professional objectivity to the task of engaging with clients professionally, and when recommending financial products and professional services. We properly investigate, evaluate and diagnose a client’s need for professional services, and self-reflect on the limits of our professional competency.Diligence
We perform all professional engagements with due care and skill. We manage our time and resources to deliver professional services in a timely, efficient and cost effective way to each client.
Code of Ethics
Ethical Behaviour
We act in accordance with all applicable laws, with integrity and in the best interests of each client. We do not advise, refer or act in any other manner where the adviser has a conflict of interest or duty.Client care
We provide all advice and financial product recommendations that are in the best interests of each client and appropriate to their individual circumstances, taking into account the broad effects arising from the client acting on the advice and considering their broader, long-term interests and likely circumstances.Quality process
We act for a client only with their free, prior and informed consent. Our records of clients, including former clients, are kept in a form that is complete and accurate. All fees and charges applied in connection with acting for the client are fair and reasonable and represent value for money for the client.Professional commitment
Our advisors maintain and apply a high level of relevant knowledge and skills. We uphold and promote the ethical standards of the profession and hold each other accountable for the protection of the public interest.
Our groundbreaking financial software is coming soon.
- We are working on a tool that will help us deliver an improved service to our clients. Taking EOI from November 1, 2024.
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Financial Knowledge Centre
Our clients gain complimentary access to our extensive library of articles to explore general advice and deepen their financial knowledge.
We also recommend to use other free resources such as Moneysmart to help take control of your money with free tips and guidance.
