"A good head and a good heart are always a formative combination."
The team
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.
CAMERON McAUSLAND
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.
Jacqui Irwin
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.
Our values
Trusted
Relationships
We have personal and long-lasting relationships with our clients.
Community
Focused
We support local businesses and the people in the community.
Genuine
Care
We genuinely care about our clients’ lives, their well-being and their families. We give honest advice. Always.
Expert
know-how
We are committed to providing personalised strategic advice that speaks our clients’ language.