Custom Accounting is a truly client focused Chartered Accounting practice. What makes CA unique? Sometimes companies can abuse the term “boutique”, but we believe that as a small company our focus on the client’s relationship and experience with us is a core foundation of our ability to provide you with a high quality service. Our unique approach comes from our Read more...

Craig Meathrel is the founder and principal adviser at Strategiq Wealth. Since 2005, Craig has been working as a Retirement Strategist and has become an expert with helping people over 50 who aim to live the good life in retirement. This focus was born out of his frustration of seeing people getting closer to retirement that weren’t maximising all the Read more...

Not all investment advisors are equal. We specialise in providing independent financial advice services, insurance and investment advice to professional people who have achieved career success or aspire to it. Our clients cover a broad range of industries; from health to engineering, university lecturers and business owners. Our clients have a broad range of investing interests; from direct shares to Read more...

We don’t sell anything We are not a financial supermarket. We are advisers. We’re here to help you make decisions for you and your family. We aren’t tied to anybody We only work for you. You’re never locked in We’re here whenever you need us. You’re always in control. Simple and straightforward What you see is what you get. Independent Read more...

Priority1 Wealth Management Group is proud of its commitment to offer all new clients only true independent advice and transition all our existing clients to independent advice as soon as possible. We add significant value to clients by teaching skills, passing on knowledge, setting up the right routines, and we keep things on track, so we have people in control Read more...

Horvat Financial Advisors is a proudly independent financial advisory firm that specialises in providing advice on how best to maximise and manage your financial independence. We provide a personalised service to clients and their families, which enables them to live the lifestyles they desire with true financial certainty and freedom. Our approach is based on a depth of knowledge and Read more...

Horvat Financial Advisors is a proudly independent financial advisory firm that specialises in providing advice on how best to maximise and manage your financial independence. We provide a personalised service to clients and their families, which enables them to live the lifestyles they desire with true financial certainty and freedom. Our approach is based on a depth of knowledge and Read more...

We specialise in helping you understand your financial position, so you can create a roadmap to reach your goals and live with financial freedom. Holistic financial planning is about enjoying life how you want to, not just about paying the bills. It is about being free from financial stress. It is about putting you in the driver’s seat, with a Read more...

As independent financial advisers our mission is to give our clients the freedom to live the life they want without having any financial surprises. To do this we take our clients through a structured process with four distinct phases. This process is aimed at making sure we are all clear about their goals, there is an easy to follow plan Read more...

When Jacie Taylor of Periapt Advisory joined the Association in January 2017 (then called Independent Financial Advisers Association of Australia) she was South Australia’s first member and is now classified as a Founding Member of the Profession of Independent Financial Advisers. Jacie holds a Masters in Applied Finance (with Distinction), the highest education qualification financial advisors have in Australia. She Read more...