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Cassie De Luca
Cassie De Luca is aware that the right advice can make the difference between a good life and a great one. She is passionate about partnership and purpose and believes these are key to creating great outcomes. By building long-term and trusted relationships, Cassie takes the time to help her clients articulate their individual goals… -
Elise Goddard
PROVISIONAL FINANCIAL ADVISER Elise Goddard understands that success in life is about balance. It is about living your best life both now and in the future without sacrificing either. It is also about truly understanding your goals and the environment around you to make the best decisions for a sustainable future. Elise is passionate about… -
Rocco Costa
Rocco is passionate about making a meaningful positive difference in his clients’ lives. As every client is unique, this will have a different meaning for everyone. Helping clients identify their goals and objectives allows him to understand what is truly important to them. With this knowledge he works closely with his clients to develop strategies… -
Glen Sumner
Glen has over 25 years’ experience providing his clients with outstanding service, proactive advice and peace of mind. Acting as a trusted adviser, he is aware that alongside having the resources to protect our future, one of our most valuable assets is time. Glen offers his clients personalised financial planning advice to afford them the… -
Matthew Eccles
Matthew fell in love with financial planning at a young age as he saw the impact that small precise financial decisions can make. The ability to identify and act on the right opportunities at the right time can forever change the trajectory of one’s future. Furthermore, the ability to implement both ethical and efficient financial… -
Warwick Bird
Enriching the lives of professionals, executives, retirees, and people managing intergenerational family wealth. Empowering clients to live a richer life by providing advice to get them personally and financially well-organised. PROVIDING DIRECTION, CAPABILITY AND CONFIDENCE As a ‘life-long learner’, Warwick enjoys the technical aspects of his job as well as learning from everyone he meets.… -
Barton White
Always making the right decisions in life can be hard but making the right financial choices is so much easier with a professional in your corner. This means having someone who understands your needs and wants, someone who considers more than just your income and assets, and someone who knows how to build and implement… -
Will Hardie
Will has a proven track record of helping his clients to understand their values and needs, so that they can realise their financial objectives. He specialises in assisting professionals and small business owners plan their life – understanding that money is a vehicle you use to reach your goals. Will helps you design your strategy… -
George Sabini
George specialises in providing personalised financial planning advice on a holistic basis to ensure two important objectives are met for his clients, capital preservation and family wealth is maintained within the family. As an experienced private wealth advisor, he focuses his expertise on advising and servicing CEO’s, CFO’s, business owners and affluent family groups. With… -
Luke Kerry
Luke’s guiding principle is to design plans which help to provide his clients with clarity of purpose and the opportunity to build a solid financial foundation. Luke will take the time to listen, explain things clearly and keep you informed throughout the advice process. Luke is a Certified Financial Planner®, which is the highest level…
