Our financial planners:

 Tim Wilkes (PDF File 187.0 KB)  Peter Perkins (PDF File 2.2 MB)  Helen Sackett (PDF File 1.9 MB)  David Shanley (PDF File 205.6 KB)  Darren Maundrell (PDF File 1.8 MB)  Gosford
Please click map to enlarge

Office address:

Citigate Centre
Shop 1, 451 Pacific Highway,
North Gosford NSW 2250

Postal address:


02 4323 7468


02 4324 1717



Our services:

  • Retirement planning
  • Superannuation strategies
  • Stockbroking
  • Salary packaging
  • Centrelink entitlements
  • Life insurance (life, TPD, trauma, income protection, business expenses)
  • Tax-effective investment strategies
  • Estate planning
  • Aged care advice

How to find us:

We are conveniently located north of Gosford, close to the Laycock Theatre.   Parking is available right outside our front door.