Damien Cooper
BBus, DipFP, AMC, JP

Chief Executive Officer

The key to success is to have a 'plan' – it will deliver a clear vision, positive outcomes and the ability to stay focused.

Matthew Collins DipFinServ


Ambition and drive equals self-growth, evolution and achievement. Complacency is your nemesis.

Albert Lee
MBus Finance

Chief Investment Officer

The market is there to serve you, not to guide you.

Chetan Sharma
BComm, CPA


It is only through continued learning that we discover our inner strengths.

Tim Brosnan
BA Bus, DipFP

Financial Adviser

To achieve financial success, you need to remove the emotion from the decision.

Timothy Collins

Financial Adviser

The dullest pencil is better than the sharpest memory.

Sally Krstevska

General Manager

A budget is telling your money where to go instead of wondering where it went.

Linda Hansen

Marketing Manager

Success is liking yourself, liking what you do, and liking how you do it.

Dee Robb

Client Services Co-ordinator

Look after the pennies and the pounds will look after themselves.

Lauren Cooper

Client Services Co-ordinator

Start by doing what is necessary, then do what is possible and suddenly you are doing the impossible.

Matthew French


Invest in yourself. Your career is the engine of your wealth.

Michelle Smart

Tax and Accounting Administrator

Always work to achieve your best result, no one can ask for more.

Debra Davies

Client Services Co-ordinator

People will forget what you said. People will forget what you did. But people will never forget how you made them feel.

Christeena Smyth

Client Services Co-ordinator

Never let your bias for the present stop you from planning for the future.

Leonita Kosasih

Para Planner

Being humble is the key to your success and happiness.

David Smart
David Smart


You don’t have to know the answer, but you need to know there is a question.