Founding our organisation in , Bob Fowler has an impressive collection of career accolades spanning more than 50 years in life insurance and personal wealth planning. Our goal is to build strong, lasting relationships for the long term. We prioritise communication and responsiveness, ensuring we have the direction and understanding required to truly help people achieve their goals.
We love being part of the local Cairns community. This genuine caring and passion for building positive relationships translates to our work and the way we help our clients succeed. All team members treat clients like family and always keep your best interests at heart. We share a commitment to exceptional customer service and offer our own proven financial advice to people of all ages and from all walks of life. Experience the difference of working with a qualified fiduciary financial planner.
We have been helping clients across Australia for more than 50 years. A naturally positive, friendly and approachable person, our founder believes that people treat you the way you treat them. Therefore, we strive to treat everyone with respect and understanding. This appreciation for people has allowed us to develop a strong, intelligent team with the right balance of professional expertise and interpersonal skills to make our organisation successful.
We use this understanding to create an effective strategy to give you clarity and direction. While we look forward to strengthening our relationships with people in the Cairns community, we are also enthusiastic about harnessing technology to support more people beyond our local region. Our History. Founder's Statement. Our difference. Our Difference. Get in Touch. Customer Service We share a commitment to exceptional customer service and offer our own proven financial advice to people of all ages and from all walks of life.
Over 50 Years Experience Experience the difference of working with a qualified fiduciary financial planner. A people-first approach. Over 50 Years Experience. Industry Expertise. Highest Standards.
