We are a Queensland owned and operated company with over 40 years combined experience in financial planning, risk and insurance, direct shares and portfolio management. With offices in Brisbane and Townsville, we have the ability to personally service the entire South East Queensland.
An important measurement of success for us is, the longevity of our client relationships. We have assisted several thousand clients, many
of whom remain with us today and recommend our services to their colleagues, friends and family.
Our clients measurement of success with us, is the value of the advice we offer, the implementation of recommended strategies and the achievements on the advice provided. Because of this, we are fortunate to have our clients recommending their colleagues and family members to speak with us.
Authorised Representative number 292830. Mark has over 17 years of experience in wealth, risk and insurance advice, helping hundreds of clients to protect their families, including several million dollars in insurance claims. As a CPA accountant in his previous life, Mark uses his keen attention to detail to ensure that his advice aligns to your personal needs, providing peace of mind. Outside of work, Mark is an active member in the community, sitting on two non-for-profit organisations and spending time on the farm.
Authorised Representative number 1249167. Blair has over 10 years’ experience within the financial services industry, working in banking and wealth management in the UK and Australia, before beginning his advice career in 2016. Blair has passion for providing strategic holistic advice, ensuring that clients achieve the things that are important to them.Outside of work, Blair enjoys running and spending time with his young family.
Established in 2006, and based in the Western Suburbs, the Brisbane team also includes Kay, Sarah and Judith, who possess extensive administrative knowledge to support our clients. Their high level of passion and commitment for our clients, ensures that our client’s needs are at the core of our business. Our team can assist with general enquiries, arranging appointments with our Wealth Specialists and administrative support on your superannuation, investments and insurance policies.
To speak to one of our Brisbane team - Contact Us
Justin has a Bachelor of Commerce and a graduate diploma of investment analysis. With over 25 years’ experience as a financial adviser and
having worked for Macquarie bank for over 10 years before co-founding the business, Justin brings extensive knowledge to the business.
Justin has a commitment to helping his clients reach their financial freedom. His areas of expertise are wealth creation (direct shares &
indirect investments), Superannuation, retirement planning, and Estate planning. When not running his kids to sports, Justin enjoys playing
tennis, fishing/boating, or the occasional sneaky ski trip.
07 4771 6089
Authorised Representative number 467447. Tim is located in the Townsville office where he manages a range of direct equity investments for clients. He has a particular focus on active management of direct equities to achieve growth outcomes for clients. Tim is a former military officer who brings broad experience to managing portfolios. Outside of work Tim enjoys spending time with his wife and 3 children and being outdoors. He is often found exploring the North Queensland region and experiencing the wonders this part of the world has to offer.
Authorised Representative number 12359898. Anthony has been in the financial services industry for over 8 years and has extensive experience working with individuals, families and small to medium size business owners. His area of expertise include insurance advice, wealth creation and retirement planning advice. Outside of work, Anthony enjoys fishing and spending time with his wife and three young children.
Amy has a Bachelor of Business in Financial Planning and Management. She has been working in the financial services industry since she
was 18, and as a newly appointed financial advisor, she is eager to make her mark as a fresh minded female in the advice industry. Amy's
areas of expertise include superannuation, retirement planning as well as wealth accumulation and direct share investing. When not at
work, Amy enjoys being outdoors as much as possible; camping, hiking and doing surf trips down south.
07 4771 6089
Established in 2002, and based in the heart of Townsville, the Townsville team also includes Amma and Chelsea who possess extensive administrative knowledge to support our clients. Their high level of passion and commitment for our clients, ensures that our client’s needs are at the core of our business. Our team can assist with general enquiries, arranging appointments with our Wealth Specialists and administrative support on your superannuation, investments and insurance policies.
To speak to one of our Townsville team - Contact Us