TOOLS TO HELP YOU ACTIVATE YOUR PROSPERITY

Financial Services Guide

A Financial Services Guide (FSG) is a legal document, designed to provide you with detailed information about the delivery of our financial services, our obligations to you and your rights.
Download FSG

Tax Returns

We have created an online portal to make it easier for you to submit your taxation details and documents. To initiate your tax return please click here. Once we have your details we will be in touch to discuss your return and any outstanding requirements. Importantly, we will work with you to ensure you take full advantage of any tax minimisation strategies. We will not lodge your return before receiving your approval.

Online Fact Find

Our online fact find form allows you to submit your personal details safely and efficiently via our website. Simply click here to begin. If you have any questions during completion please do not hesitate to contact our team on 1300 925 081.

Privacy Policy

As a business in the financial services area, we take your privacy very seriously. Please read our privacy policy which details how we protect your privacy and confidentiality of information. To view our privacy policy please click here.