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.
General Manager
Juliette Sharpe
BBehSc, GradCert Bus
With extensive experience in the finance industry, Juliette has adeptly navigated various roles, ranging from client services to human resources. Proficient in both people and project management, she orchestrates the seamless functioning of our business, allowing our team to dedicate their full attention to serving our clients.
Paraplanner & Client Service Officer
Katrina Carnahoff
DFP1, BEcon, BJ
Katrina looks after our wonderful clients whilst also managing our in-house paraplanning. Katrina has worked in financial services since 2004 and provides a superior level of support to both clients and advisers. She has a double degree in Economics and Journalism and has also completed the Diploma of Financial Services unit 1.
Financial Planning Assistant
Lovely Vidad
BMassComn
Professional and highly efficient, Lovely maintains the quality standards in our office, providing technical support and ensuring a seamless workflow for our clients. Her extensive training in the finance industry, along with her previous experience in managing professional standards, mean Lovely assures our processes are world class.
Client Service Officer
Yen Stewart
BMS, FP Cert, Cert IV FMB
Yen has a passion for all things finance and client support and is recognised for her exceptional professionalism, integrity, and her client-first approach. Yen’s eye for detail and dedication to cultivating positive client connections means she’s always looking for better ways to deliver great outcomes for our clients and exceed their expectations.