None of us exists in isolation. While we’re proud of what we’ve achieved for our clients, we also recognise that we couldn’t have done it on our own. That’s why we believe in making a positive contribution to the community where we live and work.
We are fortunate in the Financial Planning profession to work with people from all walks of life; from families with healthy, growing children, buying homes and building futures, to those in our community that need care and support and sometimes a sense of belonging. Whatever our position in life we all have goals, and our job as advisers is to assist you to identify and set about achieving them.
Our work takes us into people’s lives in a way that many never experience, we cannot help but be impacted and uplifted by those that chose to constantly set goals for a better future.
“More recently we met a young girl, Margo Cameron, through Belonging Matters. Belonging Matters is a small community based organisation dedicated to supporting people with disabilities and their families to identify, explore and make the most of opportunities to be part of the community.
Margo has established her own photography business based in the Yarra Valley “Random Event Photography”. While our contribution to Margo has been minor, Margo reminds us that we all need goals in life, and there is a great sense of achievement that comes from having control by having a plan.
Please contact us if you would like to book Margo for an upcoming event.