Not the kind that use pictures of luxury yachts to amplify your aspirations. While we’re all for the idea of ‘summer sailing the Mediterranean’, we communicate a promise to you that is the opposite of empty. And, that is, we value family above all else. It’s the reason why we’re really good at helping you look after yours.
Managing Partner and Private Client Adviser
An absolute family man, Sam spends his spare time coaching his daughter’s soccer team or listening to Frank Sinatra while dreaming of his ultimate holiday on a beach in Southern Italy. Sam’s all about reducing financial stress to help others achieve their dream lifestyle.
Partner
Jana’s love for the Hawks almost surpasses his love for making a difference in client’s lives. A family man with a heart of gold, Jana loves to help individuals build their wealth and secure their future as he understands the importance of it.
Portfolio Manager
With a background in technology and a sharp eye for detail, Chris is a strategic thinker and problem solver who thrives on optimising investment portfolios. As Portfolio Manager, he’s passionate about delivering strong outcomes for clients and equally passionate about defending Chicken Twisties as the one true flavour.
Financial Advisor
Huseyin loves to be able to help his clients navigate their financial journey so they can enjoy the most important things in life. For Huseyin, that looks like spending the weekend cooking BBQs on the deck while watching his kids have a ball running around.
Financial Advisor
A wiz with numbers, Matt has a unique care for making a difference in client’s lives. His care spans beyond his work to his undevoted support for the Tiger’s. When not at work, you’ll find him enjoying a round of golf or enjoying dinner and drinks with family.
Financial Advisor
Cameron enjoys gaining a deep understanding of client’s personal objectives whilst empowering clients through education, destressing their financial concerns. On a weekend you may find Cameron dining out, watching AFL or having a hit of Golf!
Financial Advisor
You might encounter Gemma in our office or over the phone. She’s always down for a friendly chat! Outside the office, you can find Gemma cooking up a storm or heading down to the beach, not to mention enjoying a well-deserved Friday drink with friends!
Marketing Coordinator and Client Services Officer
You might know Anthea from our fortnightly newsletters or from coming into our office. Anthea is passionate about helping clients feel at ease when it comes to their financial future. When she’s not working, you’ll find her exploring Melbourne’s best foodie spots, reading, watching sitcoms or planning her next holiday.
Client Services Officer
Lilah is passionate about the financial industry and committed to continuous growth in her professional journey. Outside of work, she enjoys staying active through going to the gym, spending quality time with her dog, and enjoys exploring new culinary adventures.
Client Services Officer
Xavier is passionate about financial planning, recognising that thoughtful wealth management is essential to every individual’s life. He takes great satisfaction in seeing clients feel confident and pleased with the guidance and support we provide. Outside of work, Xavier enjoys staying active, playing various sports and spending quality time with his family and friends.
Client Services Officer
Jelina is dedicated to helping clients understand their finances in a simple, calm and confident way. Jelina loves to unwind her day by going to the gym and spending time with her family and friends. On weekends, she loves to explore new food spots!
Client Services Officer
Jayden has seen first-hand how effective financial advice can empower clients to feel confident, protected, and in control of their financial future. Outside of work, he maintains an active lifestyle, regularly attending the gym and playing soccer. He also enjoys travelling and values spending time with friends, exploring new activities, and creating lasting memories.
