About Our Financial Services

Our Firm, Encompass Professional Services provides comprehensive fee-based lifestyle financial planning and wealth management services to individuals, corporate executives, professionals, business owners and other diversified clients. We utilise a team approach in analysing and planning a client's investment portfolio, estate plan, cash flow, tax planning, protection needs and retirement. Recommendations are based solely on our clients' specific needs, circumstances and goals. Encompass Professional Services is registered with the Australian Securities & Investment Corporation and is a member of The Financial Planning Association of Australia.

Our Mission is to partner with clients to establish and achieve financial goals through objective planning and management of investment assets. Our purpose is to help build, manage and preserve our clients' wealth. We put our clients' interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by our clients' success in achieving their goals.

Our Clients share in the realisation that by co-ordinating and managing today's financial decisions they can achieve their goals for tomorrow. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative.

Our Philosophy is to provide our clients with the highest level of service and technical expertise in the management and preservation of wealth. The entire staff of Encompass Professional Services is firmly committed to this philosophy.