Who We Are
Our practice was founded in 1988 by John Mansfield. David Silver joined the business in late 2001 and Rosanne Joyce in early 2002. Since this time, we’ve grown our business based on a commitment to always work in our clients’ best interest and deliver personalised service.
We provide a high quality and personalised service based on our intimate knowledge of clients’ situations and needs. At the core of each of our client relationships is trust and a partnership approach to meeting wealth planning goals. We tailor client strategies to their individual circumstances.
We are often the first point of contact for clients when their circumstances change for better or worse and our hands on approach can make a real difference to their situation.
Our reputation is very important to us and we strive to be known for:
Knowledge and expertise
We undertake ongoing professional development and commit to keeping up to date with new legislation, strategies and opportunities. We provide a holistic advice service to minimise the time you need to worry about all the different aspects of your financial world (including superannuation, investments, insurances and estate planning).
An informed experience
We know it is important to make sure clients can make informed decisions. Through our quality service and ability to simplify complex issues, clients feel reassured they can make the most appropriate financial decisions for their individual circumstances.
Delivery of quality advice
We have access to a range of complimentary advice services through the support of our professional referral network including solicitors, accountants and mortgage brokers. As a Corporate Authorised Representative of Financial Services Partners, we also have access to quality financial product and market research, as well as business development tools and training that supports us in delivering quality services that make a difference to our clients. Our deep knowledge of the needs of medical professionals has also led us to be part of the Private Practice Network, which means we can cater specific solutions to the financial needs of such professionals.
Active ongoing client service
We aim to provide relevant and timely advice, making sure we get to know and understand our client and their needs. Once strategies are implemented it is important that we regularly review both your situation and your plan to ensure it keeps pace with your changing needs. We are located in Caulfield and provide advice services to a broad range of clients within the local community and around the state.
I am very grateful for the personal touch which Rosanne and David have always provided with my financial planning. They have always advocated the long term approach and my Portfolio has experienced excellent growth as a result. I have had a very long term association with Rosanne, David and John & I look forward to continuing to plan my financial future with their professional guidance.
L. KULPA (Cheltenham)
Thank you sincerely for the generous amount of time spent on advising me on all financial and insurance matters. After making a significant professional change, John made me aware of the need to reassess my income protection insurance cover. As it turns out, the new policy which I purchased as advised by John, covered me for my recent out of work accident.
Alan Silver (Commercial Airline Pilot)
John Groenendijk (Southern Cross Hotel)
C. Carson (Nth Melbourne)
M. Chestney (Brighton)