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Michelle Steffensen
Although life can be difficult, your finances shouldn’t be. This is one of the cornerstones to Michelle’s approach to financial advice and a benefit that she brings to all her clients. With a focus on keeping things as simple as possible and uncomplicating the complicated, Michelle provides comprehensive advice tailored to her clients’ current and… -
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… -
David Cuff
David is passionate about guiding his clients in developing a plan to achieve their lifestyle and financial goals and seeing the positive impact this has on their lives. He believes that the right advice can help them build personal wealth and achieve their lifestyle and financial goals, as well as helping to protect those who… -
Matthew Nicholson
Matthew believes in providing holistic financial advice to assist clients in achieving their financial and lifestyle objectives. He understands that individual goals are as unique as the financial situations that give rise to them and is a passionate advocate of client centric advice. By empowering his clients to make informed and effective decisions, Matthew provides… -
Sharon Greber
Sharon Greber understands that in these times of adjustment and change, being financially well organised provides you with the flexibility to live a life of your choice with freedom and security. Impassioned to bring clarity and understanding to her clients, Sharon takes care of the details so you can achieve your ambitions and dreams, living… -
David Counsel
David Counsel is a dedicated Adviser whose primary focus is on individuals and families living their ideal life. This means working alongside you to make achieving your goals a reality, to protect your wealth for the future and to give you the peace of mind that a professional is always looking after your best interests.… -
Garry Symonds
Helping people achieve their financial goals and getting the outcome they desire is at the heart of the service Garry provides. With qualifications in Management, Business Administration and Financial Planning, Garry uses his expertise to implement excellent solutions for both individuals and family business clients. By developing long-term and trusted relationships with his clients, Garry… -
Carrissa Mari
A financial adviser to ultra-high net worth individuals and families, Carrissa is an objective sounding board, helping people make smart financial decisions and achieve their life goals. Whilst highly capable to manage their own financial wealth, they have chosen to work with Carrissa to enable them to focus on other life passions. Carrissa’s clients trust… -
Brad Cole
Brad has over 26 years’ experience, both in Australia and overseas, helping clients plan for and achieve what is most important to them. He specialises in holistic financial planning advice for high net worth individuals and their families. The fundamental reason Brad joined the advice profession is because he has a genuine desire to help…
