top of page

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 Tom

Partner and Senior Adviser, Tom, has worked in finance for over 22 years and has been providing financial advice since 2008. Working collaboratively with his clients to design financial strategies, Tom helps his clients make confident investment and financial decisions that build and protect their wealth. Tom ensures his clients are always well-informed about their options and that each plan is tailored to their individual needs. To find out more about Tom, have a look at 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.

bottom of page