The current practice began when Steve Morris joined AMP Financial Planning as a self-employed Adviser in 1995. Steve then established Steve Morris Financial Services Pty Ltd in 1997 and provided advice as a sole Planner until Amy became an Adviser in the business in 2012.
In 2014, Steve and Amy began working towards a succession plan which involved Amy becoming a joint Owner/Director of the business. This succession plan will enable a smooth transition when Steve progressively moves into retirement, allowing our clients to continue working with a practice they know and trust.
Many of our clients tell us that we give them ‘piece of mind’, ‘security’, a ‘foundation’ for their financial future and with that concept in mind we decided to rebranded the business in July 2015 to “BEDROCK ADVICE”.
The Core Values for our business are TRUST, RESPECT, VALUE and EXCELLENCE. These values underpin everything we do today and our daily focus is helping our clients achieve the financial goals they feel are important to them and their family.
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