About Us

Being a boutique business means the very best personalised service for you.
We're small enough to ensure that each client receives dedicated attention, while our expertise and resources allow us to effectively cater to your specific needs.

Meet Geoff

Our Director and Principal Adviser, has been providing financial advice since 1999. Formerly an Adviser with the renowned Whittaker Macnaught Group, Geoff has been the guiding force behind countless success stories, helping clients navigate the ever-changing financial landscape with expertise and precision. His aptitude for finance coupled with his approachability make it easy to see why he is so good at helping people to improve their financial position and achieve their dreams. Read more about Geoff in his Adviser Profile.

Meet the Team

Our highly experienced team has many years of combined experience in finance and financial planning. During this time, we’ve helped many people significantly improve their financial independence and security.

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Business Manager

Juliette Sharpe

Having spent many years in the finance industry, she is experienced in a range of roles from client services to human resource management and everything in between. Understanding how to manage projects as well as people means Juliette keeps our office running like a well-oiled machine so our team can give all their attention to our clients.

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Client Service Officer

Cynthia Bekendam

Cynthia has a strong background in financial planning administration and a career spent in finance so she really knows her stuff. Friendly and professional with a genuine passion for assisting clients to achieve their financial goals, Cynthia ensures that our clients always get the very best treatment.

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Paraplanner and Client Service Officer

Lorelei Heggaton

Lorelei looks after our wonderful clients whilst also managing our in-house paraplanning. Our team all-rounder, Lorelei has a wealth of experience in client services as well as advice document management. She has a Diploma of Financial Planning and a background in digital media so she keeps all of our bases covered.