Having opened our first office in Baulkham Hills in 2019, we looked to expand our services across Sydney.

We opened our Kingswood office when Robert joined the team. Already well established there, many of Robert’s clients are in the area. Robert knows the area well, operating in Penrith and the surrounding suburbs for over 15 years.

Opening our third office gives us the ability to provide our services to a larger region of Sydney.

If you would like to discuss your financial planning needs, please do not hesitate to contact us.

Phone: 0481 546 867
Address: Kingswood Square Building B. G04 240-250 Great Western Highway Kingswood NSW 2747
Email: Click here to send us an email
Postal: PO Box 194 Kingswood NSW  2747