Our aim is to work together with you to establish, protect and grow your wealth. We are committed to the highest quality financial advice, with a client focus, based on integrity, commitment, transparency and the highest level of industry knowledge…
In the News
July 1 changes to super
Roy has been providing professional financial planning advice and solutions to clients since 1987.
Roy prides himself on developing excellent working relationships with all clients to provide comprehensive financial advice based on their individual needs and goals.
Laurie has been providing professional debt advice and solutions to clients since 1988.
Laurie prides himself on developing excellent working relationships with all clients to provide comprehensive debt advice based on their individual needs and goals.
David has 24 years’ experience in the banking and finance industry, and has strong community ties with the Fraser Coast region.
Specialties – Financial Planning, banking solutions, investment planning, superannuation, insurance
General advice – small business advice, estate planning, budgeting and savings goals
Ros holds a Certificate IV in Financial Services and have been working with Roy in a supporting role since 1988.
Davida has been with Life Stages since 2012 and assists with client support and administrative assistance.