Because we have our own Financial Services License we are not beholden to any Dealer Group or Financial Institution. We are able to offer advice that is tailored specifically to you - our client.

We operate two businesses under our license:

• Precise Financial Planning is our dedicated financial planning arm providing a full financial planning and superannuation service. We start the process by getting to know you and to establish what your financial goals are. We then build an appropriate strategy which forms the foundation for your financial plan. Once we have agreed on a strategy we construct a portfolio which is the engine of your strategy. Only then do we go to the market place to select the products to fuel it.
  
• Piersbridge Consultants specialises in life risk insurance. We act as Life Insurance Brokers and deal with all the suppliers to the Australian market. Our initial focus is to gather the information we need to enable us to run our unique process that will determine exactly how much and what kind of insurance you need. We then broker the market to find the most appropriate product for you.

Our clients generally stem from referrals from our existing clients or from other professionals with whom we have built relationships.

We have built up many long-standing client relationships over the years with clients who have been with us for many years.

Thank you for looking at our website - we hope to speak with you soon.

As per our recent email correspondence, please see links to "The Pain Report" document below

 The Pain Report - Issue 13 

The Pain Report - Special Edition Sept 08