Welcome.
The trigger for someone seeking help is around a life event. To help you I:
- Sit down with you and understand what is important in your life and what life event you are planning for.
- Provide objective advice.
- Provide a personal service.
- Work in partnership with you into the future and ensure the plan which we establish still meets your life event.
Please watch the introductory video and also have a look through the menu above to give you some further information.
When you are ready please call (03) 9120 3320 and we can sit down for a complimentary discussion, servicing Metropolitan and Rural Victoria.
Look forward to helping you - Adam Grigoropoulos (Director / Financial Planner)
The trigger for someone seeking help is around a life event. To help you I:
- Sit down with you and understand what is important in your life and what life event you are planning for.
- Provide objective advice.
- Provide a personal service.
- Work in partnership with you into the future and ensure the plan which we establish still meets your life event.
Please watch the introductory video and also have a look through the menu above to give you some further information.
When you are ready please call (03) 9120 3320 and we can sit down for a complimentary discussion, servicing Metropolitan and Rural Victoria.
Look forward to helping you - Adam Grigoropoulos (Director / Financial Planner)
Monday to Friday - by appointment only.
(03) 9120 3320
(03) 9120 3320