Meet Our Team

In addition to our own services, our network of like-minded professionals gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.

Team Leaders

Jason
Director / Practice principal
Tamara
Financial Planner
Jill
Cash Coach
Cassandra
Office Manager
Wilbert
IT and Marketing