Your golden years are a time to look forward to.
But most Australians feel uncertain about their retirement because they…
While our astute advisers are eager to offer advice, we start the financial planning process by listening.
Gain the confidence of financial security in retirement, even if you don’t know where to begin planning.
Being intimated by the administration of a SMSF is one of the biggest barriers holding Australians back
AIM+O is our difference as private wealth managers.
Our Managing Director Gye E Duncan has been in the financial services industry for more than 26 years. He started as a financial planner, and evolved into a private wealth manager to ensure we provide the highest standard of service.
Louise has been providing financial advice for over 15 years. An accountant who specialises in financial planning, she is future focused and proactive for her clients.
Chris has worked with many of his clients for more than 40 years, and is trusted for his genuine advice. Through his dedication to establishing and maintaining long-term relationships, he now works with families across multiple generations.
In your first meeting, we listen to your goals, current financial position and how you approach your finances.
After meeting you, we develop a financial plan with strategies and services tailored to your financial ambitions.
When you are ready to proceed, we implement your financial plan and offer regular updates to keep
Our team is upfront and honest from the very first conversation, so you can quickly determine whether we are the right partners for you.
Australian Financial Services Licence and Australian Credit Licence (AFSL/ACL) – 333543