Need financial confidence & control over your personal insurance & superannuation?
As a client you will feel more prepared for your financial future than ever before.
“Together, we will achieve positive & measurable outcomes for your financial position, giving you greater control & more confidence.”
— Alex Cheng, Principal Financial Planner
Our Financial Services
Personal Insurance
Protect your income, assets and lifestyle against the unexpected with guidance from Alex Cheng to identify the best strategies & policies for your individual circumstances.
Retirement Planning
How you enjoy tomorrow, starts with what you do today. Make informed decisions about how you can maximise and secure your financial future to enjoy a retirement that you deserve.
Estate Planning
Give yourself peace of mind for the future of your loved ones with a clear and structured Estate Plan, that is tailored to accomodate and benefit those who you love and care for.
What Clients Are Saying
“Alex has given me advice in many areas from personal Insurance to my Super fund. Alex is an expert in his field and is able to explain things to me so clearly that is so easy to understand.
I feel very confident in referring Alex to anyone. I always receive Alex's full care and attention when needed.
I Highly Recommend Alex.”
— Kiki
“I have known Alex over 25 years and have always found him approachable.
I can always speak to him at short notice and he has a strong knowledge in superannuation, investment and how to prepare for retirement.
I would have no hesitation to recommend Alex to anyone that requires financial advice.”
— Dennis
“Alex has given me advice in areas including; Life Insurance and Superannuation.
Alex was able to explain things to me in a clear way.
Through Alex's knowledge and experience, I feel very confident that the advice given was right for my needs.
I always received Alex's full care and attention when I needed it.”
— Matthew