Investing for your future can be difficult.
Our two-pillar approach equips you with the
strategic tools and support to navigate
with precision and clarity.
Expertise you can rely on.
Schedule a consultation to explore how we can assist you.
Retirement
Planning
Retirement Planning
We help you prepare for your retirement by providing advice on superannuation, pension transfers, and retirement planning. Our guidance can assist you in navigating the accumulation, transition to retirement, and retirement phases.
Risk
Management
Risk Management
We help protect your financial future by providing life insurance, trauma and critical illness coverage, income protection, and SMSF audit and compliance services.
Taxation
Planning
Taxation Planning
We help you minimise your tax liabilities and optimise your financial situation by creating tax-efficient investment strategies.
Investment
Management
Investment Management
We help you create and manage your investment portfolio, providing investment advice and ethical investing options. Our wealth management services can help you achieve your financial goals.
Estate
Planning
Estate Planning
We assist you in planning for the distribution of your assets after your passing, ensuring that your wishes are carried out and your loved ones are taken care of.
Financial
Planning
Financial Planning
We help you create a comprehensive financial plan that considers your goals, objectives, and financial resources. Our roadmap can guide you in achieving financial success.
Business
Advice
Business Advice
We offer advice and guidance to business owners on various financial matters, including cash flow management, tax planning, risk management, and business strategies. We help you make informed decisions that drive success for your business.
I'm Corey Stamp
Your Financial Adviser.
Structure and Strategy - Two core principles we stand by.
As your reliable companion in financial planning, we accompany you every step of the way, assisting in realising the life you aspire to lead.
Over the years, we have provided thoughtful guidance to multiple generations of clients on their unique journeys to financial stability, safeguarding what holds the utmost importance to them.
Our strength lies in comprehensive wealth management services, a diverse set of investment management tools, and an array of risk management strategies.
We take pride in empowering our clients to make well-informed decisions and attain their financial objectives.
When it comes to investing,
it pays to think differently.
Let us help you find the right solutions to meet your investment needs.
We value the trust placed in us.
I got both Comfort and
Savings!
My share portfolio was in need of some restructuring for large taxation savings, and that's where my financial ally came in. As a retiree, my financial situation is of utmost importance to me, and having someone I can trust to manage it is crucial. Fortunately, I found someone who provides me with both comfort and savings.
"Brian Jones"
Trustworthy Financial Advice
I've been relying on for 2 years, and I can say without hesitation that I trust their advice completely. They keep me informed and pay meticulous attention to detail. I know they do their research and that I'm in good hands when it comes to my future financial security. Their professional conduct gives me peace of mind, and I'm fortunate to have found such a valuable financial ally.
"Derek David Smith"
Expert Super planning
My financial planner provided tailored guidance on managing my superannuation, taking into account my financial goals and risk tolerance. Their extensive knowledge of the accumulation, transition to retirement, and retirement phases was invaluable, as was their advice on investment options.
My wife and I have been clients of Corey for a few years now, has great knowledge and always helpful... Top bloke!! Highly recommend Corey Stamp
"Rebecca Taylor"
Get started with our trusted process.
No doubt you have ideas about what you want in life.
Taking practical steps towards creating a better life starts with the right financial plan for you.
Defining Scope
Let's Talk and define
what you need, and we'll
get you on track.
Assessing You
We'll assess your finances
and prepare a plan
catering to your needs
Drafting SOA
We draft the SOA, you review,
and we implement once
you're comfortable
Important Information
This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer to action any strategies. Any advice contained in this website is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs.
Before making an investment decision based on this advice you should consider whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. The opinions expressed are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader.
1300 911 619
Physical: 13/62 Radley Street, Virginia QLD, Australia
Mail: PO Box 513 Sandgate QLD 4017
Corporate Authorised Representative (CAR - 1262674) of Australian Mortgage & Financial Advisers Pty Ltd AFS Licence No 389206 | ABN 26 088 464 939