About Us

QUALITY PARAPLANNING SERVICES YOU CAN TRUST

To build one of Australia’s most trusted, valued and successful Para planning services.

We are a team of committed, positive and successful people who are striving to build a company our client’s value.

We provide Para Planning services designed to meet the current and future needs and aspirations of our clients.

We understand that our clients rely on us to assist them accumulate assets and preserve their wealth.

We treat our clients with respect because we want to have long term, satisfying and beneficial relationships with them.

These are the principles we use to guide the way we run our business and relate with one another, as well as our clients…

¤ Commitment

Here we value commitment to our colleagues and our clients.  We are positive about what we have achieved. We share what we have learned from our achievements and commit to leading our company forward.

¤ Ownership

Each of us is responsible for our actions and the outcomes of those actions.  We also believe that each of us has the responsibility to lead and the potential to lead.

¤ Integrity

The foundation of our company is the trust of our clients.  We have to earn trust.  It is not freely given. It is easily lost. Each of us is expected to be truthful in our dealings with our clients.  What we promise we deliver.  We only make arrangements we intend to keep and we move immediately to resolve any lack of clarity regarding agreements.

¤ Excellence

We continually set ourselves new goals and aspire to new heights. We measure and discuss our progress. We aim to rise to new levels of performance in all areas of our business.

¤ Communication

Here, we value effort - initiative - teamwork - endeavour - pursuit of improvement - and satisfaction in achievements. That requires us to achieve a balance between constructive criticism and positive affirmation of the value of our colleagues, our company and our clients.  We hold to basic strengths and qualities. Profanity, sarcasm and gossip are not our way.  We know and acknowledge our clients by name.

¤ Success

We celebrate success. We think and act as “winners” because we believe that benefits our clients and our company. We build on our current success to guarantee our future success.

¤ Education

We expect our people to have a commitment to lifetime learning and education. Our industry is continually changing. Our people need to keep pace with - and, where possible, outpace - developments in products and services. In that way we can ensure our clients have access to the latest in financial products and services.

Importantly, all of us have a responsibility to ensure our clients understand what we are recommending and why. Trust can only be built on mutual and equal understanding.

¤ Systems

While we value and encourage personal drive and initiative - we also have well-established systems and processes to guide our activities. This enables us to provide consistency in quality and content of service for our clients.

¤ Balance

Above all, we want satisfaction from our accomplishments, friendships and client relationships. We want to create confidence in our company and its services. We want our people to have balanced personal and professional lives - and most importantly, fun!