• Buying your first car, house or saving for that trip of a lifetime. We can assist in achieving these goals and dreams.
  • Having a family can be financially tough - Bills seem to keep mounting, mortgage and interest rates a daily thought and family holidays a pipe dream. We can assist you with strategies that will allow you to turn your dreams into a reality.
  • Not having to think about money in retirement is everyone's goal and we can help you achieve this. Simple strategies for maximum effort.
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What’s so UNIQUE about us

  • Boutique business that cares about you!
  • Friendly, caring, professional team
  • Homely, relaxing environment like no other in the area
  • Quality ongoing advice & service
  • Commitment to building long term relationships

What should you expect

  • All about YOU (First appointment)
  • Presenting your future plan (SoA appointment)
  • Putting your plan into action (Implementation)
  • Continuing your journey (Review appointment)
  • Keeping you in the loop (Educational material)
  • The world is always changing around us (Life changes)

Services We Offer

 

 

 

The value of our advice

 

We assist everyday people in managing their financial affairs and
provide strategic advice so that they may realise the level of
independence they seek in life and create a life they will love.

 

 

 

 

 

 

 

 

 

 

Simon Barlow is an Authorised Representative of Financial Services Partners Pty Ltd. ABN 15 089 512 587 AFSL 237590

Nicosi Pty Ltd (ABN 20 463 173 591) is a Corporate Authorised Representive of Financial Services Partners Pty Ltd. ABN 15 089 512 587 AFSL 237590

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.