09/12/2025
We are pleased to announce that our firm has merged with LifePath Financial Planning. We see this as an exciting and positive step for both our clients and our firm. LifePath offer a broad range of expertise and services, and this merger will enable us to continue to deliver personalised financial planning to our clients and their families into the future with additional resources and capacity. From 1 December we will operate from LifePath’s office in Albion.
We’d like to thank our clients and local community for your support since 2011.
To our staff, Sandra, Rina and Sarah, thank you for all your hard work and commitment over the years. It takes a great team to make a successful business. We are very thankful.
We look forward to the next phase of supporting our clients achieve their financial objectives.
Dan and Erin