A team that puts your interests ﬁrst
Sometimes it’s difﬁcult to know who to trust when it comes to making important ﬁnancial and investment decisions. Many ﬁnancial planners are employed by ﬁnancial institutions. But is that in your best interests?
Our view is that a financial planner should be able to provide you with the best possible advice. With our collective experience in finance, property and business, we can assist you in a variety of ways.
As a Financial Planner, Christy is passionate about helping people make the most of their finances and improving their understanding of money matters to ensure they achieve financial security and peace of mind.
Christy is very active in her local community, volunteering her time to patrol the beaches throughout the summer and managing her daughters’ netball teams during the winter. A former professional athlete herself, she is now happy to sit back and support her children with their own sporting ambitions. Oh, and she doesn’t mind good food and fine wine either!
Christy can be reached on firstname.lastname@example.org.
Hans is an Investment Advisor who assists clients with new investment opportunities in property and managed funds. Over the last ten years, he has helped hundreds of clients become more financially independent using tax-effective investments that minimise tax, reduce debt and build wealth. His philosophy with clients is simple: don’t procrastinate; take control of your finances and set yourself up for the future.
Hans can be reached on email@example.com.
With 15 years of managing client relationships in the medical profession, Carly has transferred her skills to our team of financial guides. Her attention to detail and communication skills ensure that our clients are kept up to date and feel comfortable all the way through their financial journey.
When she isn’t studying her Diploma of Financial Planning, Carly is active in her local community, especially on weekends. She is a big supporter of the school community where she regularly volunteers at fundraising and social events.
Carly can be reached on firstname.lastname@example.org