Solutions that never miss the aim

Get to know more about each team member

who is always there for you. 

Expert Financial Advice

With over 20 years of experience we’ll ensure

you always get the best guidance

Financial Planning

We’ll help you make sensible decisions about money that can help you achieve your goals in life.

Retirement Planning

Use our strategies and retirement advice, including retirement calculators to help you retire faster.

Risk Management

Risk management is intended to manage financial and other losses associated with risks to your assets or business.


Tax planning considers the tax implications of business decisions, usually with the goal of minimizing tax liability.

What We Do |

We provide expert financial advice for businesses and individuals

How We Work

Our investment advisors review clients’ goals, investment experience and risk tolerance


Cases completed




Awards won


Happy clients

Our Team

Johnny Bennett

Tax Consultant

Bernard Harris

Financial Manager

Joe Norris

Financial Advisor