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NEW SOUTH WALES

Tweed Heads

We have proudly expanded to open a new office in Tweed Heads — a move designed to better support our clients across the Northern Rivers region. As part of this growth, the trusted Murwillumbah team will now be shared between the two locations, ensuring the same high-quality service continues seamlessly for both existing and new clients. The Tweed Heads office will be operated by the same experienced professionals our clients already know, trust, and depend on for expert financial guidance.

We’re locals ourselves, and our experience in the local area gives us a unique understanding of the right services that will support both individuals and businesses in the area.

Our Services

Financial Planning

Retirement planning, superannuation, estate planning, insurance and cash flow advice.

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Investment Management

Managed portfolios across Focus, Prosperity and Executive Series, run by our in-house team.

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Accounting & Tax

Tax returns, business structuring, bookkeeping, SMSF accounting and audit.

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Lending Solutions

Home loans, refinancing, and business lending arranged through our credit team.

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Our Team in Tweed Heads

Address & hours

Level 1, Unit 19
Wharf Central
75-77 Wharf Street
Tweed Heads NSW 2485
07 5690 4000

Monday to Friday: 8:30am to 5:00pm
Saturday & Sunday: Closed

Local market notes

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Lynne

We really appreciate the many ways in which Adam has looked after us over the years. We have always found him to be accessible and responsive to our changing needs. Adam's exceptional customer service continues to exceed our expectations.

Greig & Chris

Graham has been advising my wife and I for a number of years. He is most professional and very helpful in guiding us in the right direction regarding our portfolio, and always takes the time to fully explain his recommendations.

Julie & Garry

I would like to express my sincere thanks for your professionalism and detailed knowledge of all things money management. It is very refreshing in business to have complete faith in all you do and say.

Lyn & Justin

A massive thanks for all your help in realigning Mum’s financial situation Leonie, you have not only acted extremely professionally but your personal care takes it to another level. For this, we are greatly indebted. We are extremely grateful for all your assistance and look forward to working with you again in the near future.

Thelma

A visit is always a happy one with all staff who are happy to have a chat before we get into business matters. I was provided with all the information that I needed for my coming project and am looking forward to continuing my business with the company. Robert continues to grow my investments with his advice and I would recommend anyone to the company.

Enquire today to see how we can help.