"A good head and a good heart are always a formative combination."
We believe in working together and getting to know you so we can understand your needs. We can then help you build a secure financial future with the best possible outcomes.
FINANCIAL ADVISER, DIRECTOR
Cameron is driven by helping people. He works tirelessly to make sure that his clients’ questions are answered and that they feel in control of their finances while working together towards achieving their specific goals.
In his spare time you will find Cameron with his young family having a swim at either Coogee or Cloey Beach all year round, or on the sideline supporting his children play their weekend sports. He also enjoys finding a good quality coffee to start the day.
SENIOR FINANCIAL ADVISER
Jacqui has over 30 years’ experience in the finance industry, starting her career as a chartered accountant with Price Waterhouse, before moving overseas where she worked in London, New Zealand, Bermuda, and Chile.
Jacqui is passionate about helping clients find their financial happiness through confidence and life balance. Whether it be through wealth creation, pre or post retirement or in Jacqui’s area of expertise, Aged Care.
Jacqui has two adult children, and in her spare time enjoys going to the gym, yoga, playing bridge and scuba diving.
Amie has a passion for ensuring our clients always feel connected and informed. She has a background in marketing & communications and works to assure clients that our team are always available to support them achieve the goals they set.
Amie loves to travel but at the moment you will find her on weekends either at her sons sports or sitting on her back deck with a good coffee (or wine) in her hands watching her three young children explore.
CLIENT SERVICES MANAGER
Kirsti is married with three beautiful daughters so is fully equipped to look after the needs of others. She ran an Italian cooking school for 10 years in the UK and Italy so she is very adept at solving problems and dealing with the challenges that daily life throws up. She is a great chef and loves cooking and long distance running –maybe to give herself some of her own time.
She is a driven and organised person who loves nothing better than watching her kids play sport on the weekend and running the BBQ at Clovelly Nippers in summer.
We have personal and long-lasting relationships with our clients.
We support local businesses and the people in the community.
We genuinely care about our clients’ lives, their well-being and their families. We give honest advice. Always.
We are committed to providing personalised strategic advice that speaks our clients’ language.