We have served our clients for over 18 years. Please contact us to experience our fee-based financial planning business.
Our clients know they can rely on:
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Listen to short interviews with Counsel Portfolio Services’ investment specialists and get their latest views on current market themes.
Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.
We're fortunate to have a fantastic bunch of long-term clients. Here is what a few of them have said of us: We would recommend Ben Davies to anyone looking for a personalized service. Ben & Pauline provide this, as well as a friendly & welcoming atmosphere in the office.
Working with Ben & Pauline has been a breath of fresh air for me. Their customer service and attention to detail is second to none in any business with which I have been associated. Ben’s manner as a FP is friendly, warm, engaging, professional, knowledgeable, insightful, personal and purposeful, the best FP ever!