Phone: 0425 762 040
Offices in Mornington and Malvern


Marni has been integral in many of my financial decisions and has allowed me to feel confident to develop an investment portfolio, something that I would not have dared venture into without her help. I could not recommend Marni highly enough, she has instilled me with confidence and the knowledge to make the right financial decisions for me.

Laura Pitt

Classroom teacher – Frankston High School



Leigh’s integrity and knowledge have proven to be invaluable as he regularly met with us to assess our financial position, review portfolios, and provide succint and sound answers to our many and varied questions.

Jock Garsworthy

Retired Secondary Teacher



Leigh has always placed me first and foremost with the package that would best suit the needs of myself and my wife. Leigh constantly reviews my porfolio and is in constant contact and meets personally with me on average once a month.

David Barclay

Retired Government Secondary School Principal

I would like to thank you most sincerely for organizing all of the finances for my retirement, it is a great relief to have had you set it up so competently.I never anticipated that I would be so well off in my retirement, when I first listened to your sound advice all those years ago.

I particularly appreciated the way that you consistently contacted me over my long career, since I was a young teacher right through my principalship.You always listened to what were my needs before advising how much to put into my super.This has ensured that I always lived comfortably as well as making provision for the future.

Now that you have set up my allocated pension I realize how well off I am and will now be able to reap the benefits of my relatively pain free savings over the years.I can’t imagine what condition my finances would be in without you.

I would also like to thank Marnie for her good natured responses to my enquires and requests over the years.She is always so willing to help and is a great asset to your office.

Thank you again Leigh.We will be off to Europe next and look forward to many travels over the years to come.

With kind regards

Sylvia A. Kolarik,

Principal, Victorian College of the Arts, (retired)

Justice of the Peace

Civil Marriage Celebrant


August 28th 2007


I've completely failed to give you any indication of my gratitude to you for your advice, and my appreciation of your patient willingness to go over familiar ground with me, whenever I ask.

I am very appreciative of the service you have and will continue to provide for me ..... thank you!

Mr. Trevor Matthews


Myrtleford Secondary College


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Contact us

Head Office:

Level 1

60/1140 Nepean Highway,

Mornington Victoria 3931

By appointment only


0425 762 040

Postal Address:
PO Box 336
Mt Martha, VIC, 3934 Australia