Financial Services

33% discount from Standard Statement of Advice Fee, subject to further negotiation.

10% rebate on your life insurance premiums once your new policy has been in place for 12 months

10% of the base (standard) fee for seniors

10% off fee for tax returns

Aged care navigation, placement and aged care financial advice.

Seniors Card holders receive 5% off all charges.

Holistic Fee only, Financial Advice and Aged Care accredited specialists.

33% off any placement of investment fee

10% for Seniors Card holders

Aged Care specialist advice