Combining a wealth of experience and a commitment to financial well-being, Brett specialises in helping successful individuals, families and business owners align their financial choices with their most important goals and their most deeply held values.

By helping to get financially well organised & navigate the complexities of their financial world, Brett’s clients ideally have more time to improve their overall quality of life (health, relationships, career), and feel empowered to design their lives according to their aspirations.

On an ongoing basis, Brett and his team are committed to providing friendly, professional, holistic advice to business owners and high net wealth families, helping them to protect, manage, and grow their wealth whilst enjoying the peace of mind that comes from getting their entire financial house in order.

Having been a private client adviser since 1999, Brett understands that successful, busy, affluent families often have a number of advisers, but believes that there is generally a void in ‘bringing it all together’. Brett is comfortable working harmoniously with other professional advisers, coordinating and leading your professional advice team to work collaboratively towards your important goals.

Brett is passionate about long-lasting relationships and having a positive impact on the lives of his clients, family, friends and local community and is actively involved in several charities, local community and industry groups.

Away from work, Brett enjoys travel, music, swimming, hiking, keeping fit and spending time with friends and family.