[ About Us ]
Service & Excellence
We believe our relationship with you is a partnership. Service and excellence are important to us. We limit the number of clients we work with to ensure we can consistently deliver this for our clients.
- Friendly and Professional
Our Team
Ryan
Financial Adviser (& Founder)
Ryan has been in the Financial
Planning industry since 2004 and holds a Bachelor of Commerce in Financial Planning and Investment and is accredited for advice on
Self-Managed Super Funds (SMSF) and Aged Care specialties. Ryan is also a Justice of the Peace (Qualified).
Michelle
Client Services Manager
Michelle has over 14 years’
experience in financial services and brings excellent customer service to our business. Michelle overseas client scheduling, and manages the
implementation steps for clients.
Michelle works part-time 4-5 days per week. Michelle is a Commissioner for Declarations (C.Dec).
Seanna
Administration Assistant (& tech support)
Seanna assists with administration and client communication, helping to prepare documentation and prepare for client meetings. Seanna joined the team in 2024 and with a background in IT support and security and enjoys helping us invest into this area of the business. Seanna currently works part-time 2 days per week.
Janelle
Client Services Manager
Janelle has many years experience in banking and customer service and brings great analytical and detailed oriented customer service to our business. Janelle has been part of our team since 2025 and is managing our client onboarding and data as well as working with Michelle across all areas of the business. Janelle works part-time 5 days per week. Janelle is a Justice of the Peace (Qualified) (JP).
Self-funded Retirement Specialists
In addition to our own services, we have access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.