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Bruce has been working with and advising clients for the past 25 years. He has a number or clients in the Ballarat community, plus clients in capital cites. In this time he has developed and nurtured many long term relationships with clients and is now servicing generations of families.

His knowledge, experience and ability to relate to people can help you determine and achieve your business or personal goals or getting that all important work/life balance correct.

Areas in which Bruce can help and organise for you include;

• Outlining the goals you want to achieve and working with you to achieve them
• How you can grow your business
• How can you increase your profits
• How you can improve your cashflow
• How can you protect your assets with risk insurance and appropriate investment structures
• How will you achieve maximum value for your business and succession planning for your business
• Will Superannuation or a SMSF work for you (Bruce specialises in Self Managed Superannuation Funds)
• Retirement Planning
• Estate Planning and strategies to protect your wealth and minimise tax
• Social Security and Centrelink planning strategies with him team of experts
• All forms of Taxation in conjunction with his team of experts

Bruce holds a Bachelor of Business, is a Certified Practising Accountant, Financial Planning Specialist and a Registered Tax Agent. He has the ability to think "outside the box" and enjoys the challenge's he faces working with our diverse client base and providing you with the tools you need to succeed.