Qualifications
& Memberships
- All advisers are members of the Financial Planning Association (FPA)/Financial Adviser Association (FAA)
We are a family owned firm that has been in business for more than 25 years. We believe all families deserve the lifestyle they desire and the future they wish for; the way we help you achieve this is by improving and monitoring your financial circumstances now and into the future. Whether you have your own business or are in the workforce, we specialise in helping your family reach Financial Freedom.
Meet our team
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Daryl La'Brooy
Principal
I have been a business owner since 2001.I therefore understand the issues other…
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Kirsten La'Brooy
Business Development Manager
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Inez Van Der Donk
Administration
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Saskia Rijfkogel
Legal Specialist
Testimonials
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by Des and Loraine |
Bundoora
Daryl has been our financial advisor for more than 15 years. We initially engaged Daryl to formulate a plan that would enable us to achieve financial security in retirement. We both retired in 2014 and are now enjoying the comfortable lifestyle that we dreamed of.
by Xander and Petra |
Brighton
I do not select financial advice based on an advertisement, as the whole world promises to be independent. I was recommended to contact Daryl La’Brooy by friends, as he does not look for the standard solution. Daryl is analysing the personal situation and advises a custom solution, suitable to personal circumstances.Financial services is 100% based on “trust” and Daryl’s team creates a piece of mind.
by Michael & Caryl |
Hughesdale
We have been with Daryl LaBrooy and his team since around the turn of the century. During this time his advice has been invaluable in setting up our investments to minimise our tax and maximise our age pension entitlements. We have no hesitation at all in recommending Daryl to anybody who needs financial advice, prior to and during their retirement
by Colin and Judy |
Carlton
My wife and I have been clients of Daryl Labrooy since May 2000 when he was with Retireinvest. In April 2005 Daryl, and a group of other Financial Advisors left Retireinvest and formed another company. We decided to follow Daryl for the following reasons and have remained his clients since that date. our reasons then and now are that he is a totally professional advisor, makes himself fully aware of our circumstances and our needs, always follows up immediately on any requests or clarifications required and provides balanced advice. Because of our previous professions we regard ourselves as experienced judges of character and have had absolutely no reason to question our decision to ‘follow’ Daryl as we did in 2005, rather than remain with Retireinvest. We are 100% satisfied with his service and advice.
by Alan & Joyce |
Brighton East
Over seven years ago, we downsized from our home to a Retirement Village.
Following that we engaged Daryl to be our financial planner. We have visited his office on several occasions and have been welcomed courteously. He also has attended our home as a convenience when we were unwell. His team have always maintained a prompt service and kept us informed of any information when required. We are well satisfied in the manner he has organised our financial affairs and it gives us great comfort that he has our best interests at heart. We would not hesitate to recommend him to anyone who needs these services. We have a great respect for Daryl and his team.
by Philipppe & Mary |
Clayton South
Mary & I would like to sincerely thank you for your assistance over the past 14 years. During that time we have found you to be an ethical person to deal with. We greatly value your financial advice, which is easy to understand. Based on your advice, Mary & I have implemented various strategies to ensure a financially comfortable retirement in a few years. We feel quite confident that we now have a sound financial platform which will stand us in good stead in the future. We have no hesitation in recommending your services to any prospective client.
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