Investment Advisory & Wealth 

As Certified Practising Accountants and an Authorised Representative of Interprac Financial Planning we are able to take a ‘whole picture’ approach when advising our clients. This means that our advice and investment strategies are tailored to individual needs and financial goals, providing our clients with the confidence, certainty, security and flexibility they need to make the best informed decisions.

We will work with you to ensure all elements of wealth accumulation, protection and distribution are considered whilst assisting you to achieve the financial and lifestyle goals that are most important to you and your family.

Our services include:

  • Investment Portfolio Strategy
  • Wealth Creation Advisory
  • Property Investment
  • Advisory on Financing & Group Structure
  • Estate Planning
  • Retirement Planning
  • Deposit Products
  • Managed Investment Schemes
    • Unit Trusts
    • Investment Bonds
    • Direct Shares
    • Property Trusts
    • Growth Funds
    • Balanced Funds
    • Indexed Funds
    • Cash Management Accounts
  • Share Market Investments
  • Tax Effective Investments
  • Mortgage Lending
  • Superannuation
  • Life Insurance Products

Professionals You Can Trust…

Trusted Advisors

With over 35 years of professional experience Ian Watt and his competent team will provide high-quality and reliable advice that is best suited to your circumstances and achieving your future goals.

Whole Picture Approach

As both a Certified Practising Accountant and an Authorised Representative of Interprac Financial Planning a ‘whole picture’ approach can be taken to client affairs.

This ensures that not only your financial goals are achieved but the most effective taxation and compliance strategy has been considered.

Local Market Knowledge

Over 35 years of professional expertise and local market knowledge. Ian and his team specialise in individuals and businesses on the path to expansion and development.

Our understanding and knowledge across many industries will ensure you are achieving your potential.