Let’s stay up to date

One of the key benefits of our commitment to Kaizen is that we’re always improving and innovating somewhere, so there’s always something new to update you on.

Here you’ll find news about the latest thinking on financial planning, new developments within the team and what’s going on in the wider community.

Browse by category:

Financial Planning | Awards | Retirement | Community

Community Richard Peters Community Richard Peters

That’s What We Like to Hear

We’d like to share a piece of feedback we recently had from a client. We’re always grateful to hear your thoughts on how we’re doing, what we do well and where we could improve things further, but this particular comment really gave us a good feeling. 

Read More