We'll help you unlock your financial opportunities...
- Retirement Planning -
- Transition To Retirement -
- Superannuation -
- Self-managed Superannuation -
- Insurance -
- Investments -
- Estate Planning -
Our office is located in the scenic Yarra Valley, with beautiful views and tasty treats just on our doorstep.
We believe in an educational approach to Financial Planning, with our client's best interest being the focus of our advice.
The advice process begins with learning about you and your goals.
We then conduct research and assess where we can add value to your life.
You are presented with our advice recommendations so you can make an informed choice about your financial future.
We help put the advice strategies into place and track your progress over time.
Alex Lagerwey Dip FP
Director & Senior Financial Adviser
'Life is best when you're learning or have something to look forward to'
'Life rewards effort'
Alex has over 30 years' experience in Financial Services. This lived experience has developed a depth and breadth of knowledge that has seen product evolution, market ups and downs, interest rate changes, rules changes and technological advancement. He is a member of Cumulus Financial Group & Yarra Valley Business.
Your life events
Giving you choices at any life stage
1. Starting a family
2. Buying a home
3. Building a career
4. Getting married
5. Change in financial situation
6. Grieving a loved one
7. Pre & post retirement