Our promise

Nothing is more important to us than our clients’ complete peace of mind and, as our relationship matures, your trust.

Our promise: your peace of mind

A reassuring, low risk approach

Many financial advisers focus too heavily on returns and therefore can sometimes increase your risk of exposure to volatile and unpredictable markets. We prefer to adopt a low-risk, more conservative approach and are up front about managing our client’s expectations.

Control your cash flow

Our approach is a very practical one. We’ll discuss your cash flow requirements – including any special needs such as a new car, caravan or holiday – and then carefully manage your capital needs so the cash is always there when you need it.

Always here for you

We insist on regularly seeing our clients face-to-face and pride ourselves with responding to your calls or emails on the same day. Being a small, specialist firm, client relationships and trust are vitally important to us and we allocate the time to deal with every client personally.

No one tells us what to do

Being a business owned by its advisers Geoff Whitehorn and Greg Polglase, we are never under pressure to promote specific superannuation funds or investments. Our advice is always in the best interest of our clients.

The complete financial picture

Much of our work with GESB Super members doesn’t involve recommending new super or pensions funds. As one of the few companies specialising in public sector superannuation, our advice often focuses around how to best manage your existing funds, make the most of your money and transition smoothly to a comfortable retirement.

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