Not all financial planners are the same. 

1. Doug Hewitt, our principal financial planner is a Certified Financial Planner which is the highest level qualification in the industry issued by the Financial Planning Association. This means you can be certain you’re getting quality advice.
2. You get the benefit of 30 years rock solid experience providing retirement planning advice. This means we know all the traps and can help you navigate the complexities of retirement planning to get the best results for you.
3. We specialise in pre-retirement and retirement planning which means we can provide you with a better result because of our specialised in-depth knowledge.
4. We help you minimise your tax to create more value for you. Not only is Doug a CFP but he is also a registered tax agent and Fellow of the National Tax and Accountants Association. You get the benefit of this expertise.
5. Surprisingly 80% of planners work for banks or particular fund managers. We are a boutique financial planning practise which means we can focus on your needs and you get the best solution to your retirement planning goals.
6. We do not market any in-house financial products. You do not want a planner selling you something you don’t need or that may not suit your particular situation.
7. If applicable we help you maximise your entitlement to Centrelink benefits. This is important. The more money you can get from Centrelink the longer your own money will last and the better lifestyle you will have in retirement. 
8. We help you diversify your investments to reduce risk and get more consistent returns. Nothing could be more important in these uncertain times.
9. You can find us in no time at all! We are conveniently located opposite Westfield Knox City in Wantirna South, Melbourne.

For more information call now on (03) 9887 2151