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.
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!
Portfolio Manager
With a background in technology, Chris is a mastermind problem solver. His determination spans from helping out with client issues all the way to passionately debating which is the superior Twisties flavour... obviously Chicken.
Client Services
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!
Client Services
Always happy to give a helping hand, Grace has an acute interest in financial planning and is eager to grow her knowledge. During the winter season you’ll find her at Buller – but happy to come home after a weekend away to see her cat and dog.
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.
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.
Financial Advisor
The newest member of the firm. Kairo comes from a teaching background and has transitioned to a career in wealth management. On the weekends he is either on his bike or at the footy watching his beloved doggies.
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.
Managing Partner
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.
