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Bringing over 22 years of experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a committment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

Market Monitor

Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.

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The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.

Learn how we can help you
 
  • Coming together is a beginning. Keeping together is progress. Working together is success.

    - Henry Ford
 
  • If what you are doing is not moving you towards your goals, then it’s moving you away from your goals.

    - Brian Tracey