Fraser+Co is a boutique financial planning practice which is entirely independently owned and operated. Our business is not affiliated with any fund manager, advisory group or financial institution. We hold our own Australian Financial Services Licence which we work hard to maintain by complying with the strict regulatory and reporting obligations. The value for us is that it enables the freedom to truly tailor advice to your individual needs.
You are at the heart of our business. Genuine service and proven strategic advice underpins all that we do. We deliver individual financial and life planning solutions, providing transparency and support in all aspects of the journey. Success in this approach is demonstrated by the strong relationships we have with our clients, many of whom have been with us since the company first began.
Planning is for a lifetime and achieving your financial goals is only part of the bigger picture. Our lifetime focus is also reflected in our company structure. Established 25 years ago, the business has been an integral part of the Fraser family, evolving from father to son. When you deal with us you have the comfort in knowing the security and stability offered from this long and dedicated history.
We pride ourselves on strength in technical knowledge, expertise in the ever changing legislative landscape and delivery of lifetime planning strategies that think outside of the box. It’s about providing a clear path and solutions to assist you in achieving your goals.
A special thank you to our clients who feature in all images throughout the website. We appreciate their support and trust in allowing us tell a little of their story. Read more in credits.