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    Kathryn Fitch

    I pride myself on educating & taking out the financial worry for my clients. I can relate to their queries on how a financial planner can help them because when I started a marketing role in a financial planning company, I didn’t know about financial plans or strategies either. But Read more [...]

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    Charles Badenach

    Charles is a Certified Financial Planner with over 18 years experience in the industry. Prior to becoming a financial adviser Charles worked as a Commercial Lawyer with a major Tasmanian law firm, where he declined the opportunity of a partnership to pursue his passion of helping people make smart financial Read more [...]

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    Marshall Brentnall

    I love helping my clients take more holidays, grow their wealth, repay their mortgage faster and have more fun. In a world that increasingly filled with noise, we provide our clients with financial leadership and direction so that they can focus on their personal and professional goals – it’s that simple. Outside of Read more [...]

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    Matthew McConnell

    Matthew has worked in the financial services industry for over 20 year and holds the industry’s highest certification as a CERTIFIED FINANCIAL PLANNER®. Matthew has a particular passion for helping clients identify and achieve their personal, family and business goals. Providing clients with information to clearly understand their options is Read more [...]

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    Troy Theobald

    “Though I started my career as an accountant, I quickly came to realise that I could make a far more meaningful positive difference in people lives through providing personalised financial advice. The role I believe I play is that of a coach. I help my clients learn the skills and Read more [...]