about us

Providing expert financial services and advice throughout South Australia, with affordable and practical solutions to meet all of your home loan and financial planning needs.

Our belief is everyone benefits from professional advice…and as partners in your success, our job is to assist you to grow, manage and protect your wealth, even finance the house of your dreams. The assistance you will receive comes from a dedicated team who are passionate about helping people in the region achieve their goals, desires and financial outcomes.

We are a locally owned business and each of our experienced staff brings a unique level of expertise to your financial situation, no matter how big or small, complex or straight forward, we offer service and advice which covers all aspects on how to utilize your money to your advantage. We provide assistance to help you manage your way through your working days and beyond…offering piece of mind on how to protect yourself, your family and your standard of living from financial hardship along the way.

We invite you to come to your local Barossa Financial Services office, you will find us in Tanunda and Gawler, to make an initial complimentary appointment where we discuss your situation and see where we can help you! We also now service Adelaide home loans in the city and are available for mortgage broker and financial planner services in Adelaide too.

 (08) 8563 2874

No matter your background or wealth....
we can help you

CREATING WEALTH THROUGH INVESTING

Investments towards wealth and the strategies around investing need to be individualized to your particular set of goals and outcomes.

Getting sound advice can make all the difference to your current situation AND future needs!

Knowledge is the key when it comes to investing for your future. And you need a financial planner in Adelaide. Don’t leave it to chance, start planning now. 

DEBT REDUCTION AND CASHFLOW MANAGEMENT

With all the right intentions most Australians set out to achieve the dream of being debt free. Most of us would like to achieve this sooner rather than later, right?

Having debt over your head can take its toll!

The good news is there are options available that can help you reduc