Experienced Financial Services

We are a financial planning business based in Maroochydore, specializing in investment advice, superannuation, and retirement planning. Since 1999, we’ve been a trusted source for professional financial planning advice.

We’re passionate about helping both businesses and individuals achieve their financial goals and lifestyle aspirations. Our services extend to social security planning, home loans, debt reduction, and personal insurance.

Our aim is to build long-term partnerships with our clients, providing them with tailored strategies to build, protect, and manage their wealth. We’re committed to assisting you in navigating your financial future, ensuring your lifestyle needs are met both now and in the years to come.

Meet Our Team



  • Advanced Diploma of Financial Planning
  • Certificate IV Financial Services (Finance/Mortgage Broking)
  • Diploma of Finance and Mortgage Broking Management

Trena-Jane Rowlands

Marketing Co-ordinator


    Financial Planner

    • Bachelor of Arts (Psychology & Journalism)
    • Diploma of Financial Planning

    Download our
    Financial Service & Credit Guide