We are a financial planning business based in Bella Vista and have been providing professional planning advice.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Fernando Casanova

CFP®, CERTIFIED FINANCIAL PLANNER®

 Ray and I have been seeing Fernando as our financial planner for many years. Eleven years ago, Ray and I decided to go into business for ourselves. Fernando advised us to take out Life Insurance and Income Protection to protect our family. After much discussion and with a lot of patience from Fernando, Ray was finally convinced, and we took out both Life Insurance and Income Protection for both of us.

Devastatingly, Ray was diagnosed with Motor Neuron Disease in February this year. His insurance has meant we can make memories without the financial worry of Ray's illness. We are truly thankful for Fernando's persistence and forever grateful with the efficient handling of Ray's claims. Our case is truly testament to the fact, although we all like to think of ourselves as invincible, the sad fact is we are not.

We have absolutely no hesistation in recommending Fernando and his team for all insurances. 

Ray & Colleen Sullivan

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