Our Mission is to help you achieve the lifestyle of your dreams, in a sustainable fashion, by unlocking opportunities for you to maximise the financial returns on your resources, to your benefit.
We undertake to be your trusted adviser throughout your life journey, working together with you to a plan; seeing you celebrate the successes along the way, as you achieve YOUR GOALS.
Our Areas of Expertise
We maintain a high standard of proficiency in the related fields of Financial Planning and Advice and in Mortgage and Asset Financing.
We also hold qualifications in Accounting, Tax Planning, Superannuation Advice and Insurance Product Consultancy
Our Key Products & Services
Our key offerings are Financial Planning services and Finance Brokerage. We maintain a high level of knowledge and proficiency in these areas.
Our principal, Damian Ebzery, holds a Bachelor of Business and a Masters of Business (Professional Accounting) as well as membership of the Financial Planning Association and the Australian Institute of Company Directors and associate membership of the Australian Tax Institute.
Two decades of experience in the financial planning and investment advisory field have given Damian the experience and capability to develop a comprehensive financial plan for clients in a manner that practically ensures a positive outcome and a successful financial future, bearing in mind that no-one can truly predict every outcome in Australia's financial and property markets.
Your financial security and success are our primary focus. We seek out the best information and the most advantageous financial products available to the industry in order to develop a secure and profitable financial plan for you. Our expertise in both financial planning and funds sourcing give us what we believe to be the best chance of securing desirable outcomes for you.