Common Sense Advice

Common sense advice and strategies that get results.
No fluff, no hype.

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Aged Care Planning

Aged Care decisions are complex, making the wrong decisions can come at a high price, emotionally and financially.

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Motivated Investors

We are passionate about working with investors who love having control and input into how their money is invested.

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Education

The expertise, strategies and resources you need to grow and protect your wealth at every stage of your journey

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Financial Freedom

For financial freedom and peace of mind,
now is the time to seek qualified advice

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Wealth Protection

What is the point of accumulating wealth without having measures in place to protect it?

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Are you a motivated investor?

We are passionate about working with motivated Investors who love having control and input as to how their money is invested for their future. And in case you're wondering ... no, there are no “get rich quick” schemes. The advice we give is based on common sense that gets results. No fluff, no hype.

Services

Developing common sense strategies + comprehensive solutions tailored to your personal financial position …

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eLearning

The expertise, strategies and resources you need to create value from your investments. Offering a range of concepts …

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Blog

We’re committed to providing you with the insight you need to grow and protect your wealth at every stage of your journey …

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Contact Us

Get in touch! We can help you with first class comprehensive solutions for your wealth accumulation and retirement planning needs …

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e-Learning

FREE downloadable resources to assist you to take control of your financial future

Big banks dirty little secrets
5 Steps to assess your current home loan, set your own schedule and pay off your loan fast. FREE HOME LOAN NIGHTMARES eBOOK
Take control of your Super
5 Steps for taking back control, reducing fees and protecting your retirement + investment income. FREE SUPER CHEAT SHEET
Financial freedom starts here!
5 Steps you need to know to achieve your financial independence and say yes to no debt. FREE FINANCIAL FREEDOM EBOOK

FIVE THINGS the bank doesn’t want you to know

Services

Providing you with comprehensive solutions to your wealth
accumulation and retirement planning needs.

Self Managed Super

Self managed super funds are now the largest and fastest growing sector of …

Direct Share Advice

Benefit from direct share advice which in-turn increases your understanding …

Retirement Planning

Planning for retirement or already retired and wanting to improve your financial …

Aged Care Planning

Aged Care choices are complex, making the wrong decisions can come at a high …

We’re ready to work with you

Here’s your chance to have an overview of your current investment and superannuation arrangements.
This is a “no bull”, no “skirting around the edges”, straight to the point, review of fees, current structures, and just the things that make a difference to maximise the amount of money you have to spend in retirement.
Click below to select a time to catch up about this exciting opportunity.

Endorsements

After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed several financial advisers and while they were informative we were all greatly impressed by Robert’s enthusiasm and professionalism in striving for the right outcome for us. Robert’s professional approach, knowledge, down to earth language and contacts form a solid base and is echoed by his friendly staff in the Horsham office and was a great comfort at this time for our family. The inclusion in to the Wimmera Investment Club is an unexpected advantage that has helped with an increased understanding of the financial world around us. We have no hesitation to recommend others to contact and talk to Robert as he and his staff are only a phone call away and are always courteous, helpful, friendly and approachable.
H & J McCredden