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

Principal/Adviser

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

Chetan Sharma
BComm, CPA

Principal/Accountant

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

Tim Brosnan
BA Bus, DipFP

Principal/Adviser

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

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
M.P.Ac

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.

Matthew French
BCom

Accountant

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

Ellie Gao
M.P.Ac

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
BSc Econ, CAANZ

Accountant

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.

Ben Mitchell
MFinPlan

Financial Adviser

An investment in knowledge pays the best interest.

Trish Redman

Accountant

Whatever you are, be a good one.

Edward Revis
ADFP

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
BA, CA

Consultant

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
BBus

Investment Analyst

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