About us

Who we are

We provide a broad range of professional financial advice while developing an excellent working relationship with our clients delivering comprehensive advice based on individual needs and goals.

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:

  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning
  • Salary packaging
  • Wealth management
  • Debt management
  • Wealth protection
  • Group insurance
  • Company insurance

Meet our team

Tom Karatzas

CFP®, CERTIFIED FINANCIAL PLANNER®

Frank Grosso

CFP®, CERTIFIED FINANCIAL PLANNER®

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

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Get Started

Come and chat with us about how we can help.

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