Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
It is said that 'Friendship based on Business is better that Business based on Friendship' Based on Kerri’s broad financial knowledge and her expert advice and guidance, our working relationship has grown to a trusting friendship.
Thanks again for all your advice — you always make us more comfortable in all our decisions.