Why Choose Us?

I am passionate about making a significant difference to people's lives and this is reflected by my continuous commitment to gaining knowledge.

We will strive to understand your personal values and include these in creating strategies to improve your financial outcome.

Scott Brookman
SSA, CFP, MFinPlan,
F Fin, B.Com(B.Sc)
SMSF Specialist AdvisorTM

Empower your financial security and peace of mind

Building your wealth

...fulfilling your dreams

...having a passive income that is greater than your active income

Preserving your legacy

...confidence that loved ones will be cared for

...helping you become informed and educated about your options

We are a family business with family values we would like to invite you to an obligation free appointment.

The unique Values-based process we utilise works best with clients whose net wealth exceeds $1.5 million

Jeff Brookman
CFP, Dip FP