Experienced Financial Services

We are a financial planning business based in Maroochydore and have been providing professional planning advice since 1999.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle needs now and in the future.

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