About us

Who we are

We are a financial planning business based in Echuca and have been providing professional planning advice since 1994.

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.

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

  • Retirement planning
  • Centrelink issuses
  • Aged care
  • Estate planning
  • Investments 
  • Personal risk insurance
  • Small business – superannuation and insurance related to succession planning, key person insurance and buy-sell arrangements

General advice we provide

  • Financial planning
  • Investment planning
  • Superannuation
  • Wealth protection

Meet our team

Alison Kable

Certified Financial Planner®

Barbara Kelly

Financial Planner

Shaun McWilliam

Director and Principal Planner

Sam Stevenson

Practice Development & Compliance Manager

Tim O’Toole

Certified Mortgage Adviser

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

Download now

Get Started

Come and chat with us about how we can help.

Learn more

O u r B l o g s