Meet The Team

“It ‘s so important to sit and listen to our clients – what they want, their needs, their lifestyle and their long term goals. From here we build a plan that they know will deliver what they are seeking” …… David Watkins

More About -- > 

David Watkins, has been providing advice to clients since 1987. He is a Certified Financial Planner, a member of the Financial Planning Association (FPA), and Superannuation Professionals Association of Australia (SPAA).Google Plus

More About -- > 

Thomas Jacks BCom (Acc), SMSF SpecialistTM, Adv. Dip F.S. (FP)
“I want to be able to assist clients with their investment and retirement planning by providing real strategy advice. It’s my aim to not only help my clients but to educate them by addressing the entire picture” Google Plus

Feedback from our clients

When I retired from the QLD Government I needed direction. Thomas Jacks helped me structure and gain control of my superannuation savings to fund my retirement. He explained everything clearly and put me at peace of mind. Kate Schutt

I wish to attest to the professionalism of your team member Thomas Jacks When I recently found myself in difficult circumstances and in need of professional advice on the management of my Super fund payout, Thomas was referred to me as “the man for the job”, I now know why! He has been an absolute pleasure to deal with, ever helpful and able to facilitate a much better outcome than I could have foreseen, he went above and beyond for myself and my family. He has my highest regard and I would take this opportunity to refer him to prospective clients as a man of integrity and a person with whom you can entrust your business affairs. Jamie Bartrum