We are a Financial Advice business based in Bathurst , Sydney and Orange and our business has been providing professional planning advice for over 20 years.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families. We are part of the Ottavo Financial Group  which is a private investment company dedicated to investing in high quality Financial Planning Practices throughout Australia. It was created to meet the demand for the delivery of high-quality financial advice to an increasing population.

Within our network we can deliver advice in all aspects of Financial Planning. 

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So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, our investment advisors can help you:

  • choose the right investment strategy
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

For more information about us, including areas we specialise in, please download our Financial Services and Credit Guide/Financial Services Guide

Bernard Begg

Managing Director – Senior Partner

Gareth Adams

Senior Financial Planner – Partner

Mark Anderson

Senior Financial Planner – Partner

Stuart Gilchrist

Senior Financial Planner – Partner

Trudy Donnelly

Implementation Manager

Ruby Porciuncula

Implementation Manager

Prabhdeep (Sunny) Ahuja

Implementation Manager

Anil Chaudhary

Para Planner

Belinda Johan

Para Planner

Paul Rich

Implementation Manager/Para Planner

Nicola Gibson

Client Service Manager

Hemlata Raghav

Client Service Manager

Marcelle McCallum

Client Service Manager

Lauren Swain

Practice Manager

Get started

Book a complementary initial consultation and discover how you could own your tomorrow