Bringing over 125 years of combined experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
Mrs McKay has been my financial adviser since 1994 and I always have been satisfied with her services. Over the years, I have benefited from her kindness, generosity, and expertise. She is very professional, very reliable and very patient.
Sharon is a consummate professional! It's been a pleasure having her as my financial guide and mentor for over 15 years. Sharon has always taken the time to understand my current and future needs and has helped me make intelligent choices along the way.