Comprehensive financial advice must be tailored to your individual goals and needs, utilising industry leading research and education, technical and legislative expertise as well as the most advanced systems, processes and modelling tools, in order to give you expert advice on a large range of topics and strategies, and if relevant, on a wide range of products and services from well researched leading Australian and overseas providers.
Claus has been helping us reach our financial goals and is guiding and assisting us with the ongoing management of our Self Managed Super Fund and our investments.
Claus is very professional and knowledgeable. He genuinely cares about us and our welfare, and is always available for a chat or additional guidance.
We warmly recommend Claus to anyone seeking ongoing services form a professional certified financial planner
It is not every day that you come across a passionate and trustworthy financial adviser. Claus has encompassed that really well and has provided us with the helping hand to make our goals and dreams a possible reality. Thanks Claus!
In just 2 very short meetings with Claus he managed to find the solution personally catered to my situation and expectations. Punctual, well informed and very reliable.
In order to achieve financial goals, financial security and the desired lifestyle, everyone deserves great financial advice and planning services that put YOUR BEST INTERESTS FIRST and that get you e best experience on offer.
Committed to the value of quality advice, CERTIFIED FINANCIAL PLANNER® professionals provide the highest standards for financial planning advice.
And for advice on Aged care, also accredited professionals