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.

Chetan Sharma
BComm, CPA


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

Tim Brosnan
BA Bus, DipFP


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

Archana Bhatia
M.Econ, DipFP

Financial Adviser

A well managed financial plan will set you free to focus on your passions.

Blake Conde
BBus Finance, AdvDip FP

Financial Adviser

Financial education opens the door to certainty, security and freedom.

Lauren Cooper

Client Services Co-ordinator

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

Nicole Creek

Assistant Accountant

Yesterday is not ours to recover, but tomorrow is ours to win or lose.

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.

Ellie Gao

Assistant Accountant

Motivation comes from working on things we care about.

Puja Gupta

Client Services Co-ordinator

Today's accomplishments were yesterday's impossibilities.

Linda Hansen

Client Services / Marketing

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

Mike Harding


The time to repair the roof is when the sun is shining.

Elisse Hart

Para Planner

Opportunities don't happen. You create them.

Leonita Kosasih
B.AppFin, MFinPlan

Associate Planner

Being humble is the key to your success and happiness.

Sally Krstevska

General Manager

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

Albert Lee
MBus Finance

Chief Investment Officer

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

Neelmani Luthra

Chief Services Co-ordinator

Believe you can and you're halfway there.

Ben Mitchell

Financial Adviser

An investment in knowledge pays the best interest.

Trish Redman


Whatever you are, be a good one.

Edward Revis

Financial Adviser

If you don't take care of your money, your money won't take care of you.

Dee Robb

Client Services Co-ordinator

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

David Smart
David Smart


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

Michelle Smart

Tax and Accounting Administrator

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

Matthew Story

Investment Analyst

To be an investor, you must be a believer in a better tomorrow.