About us

Who we are

We are a multi award winning family business with offices in Engadine and the Southern Highlands. Sandra Bowley is a Certified Financial Planner, lecturer in Financial Planning for the Financial Services Institute of Australasia, Senior Fellow and Member of the Financial Planning Association of Australia and Justice of the Peace.

We are passionate about helping individuals achieve their financial and lifestyle goals. We have been providing professional planning advice since 1993.

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 for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you.

We specialise in

  • Retirement planning
  • Centrelink & DVA
  • Aged Care
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation

Meet our team

Sandra Bowley

Certified Financial PlannerĀ®

Adviser Profile

Lynn Jones

Practice Manager

Glenda Loney

Administrative Assistant

April Donkin

Administration Assistant

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

Download now

Get Started

Come and chat with us about how we can help.

Learn more