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.

Sally Krstevska

General Manager

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

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.

Blake Conde

Financial Adviser

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

Linda Hansen

Client Services / Marketing

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.

Matthew Story

Investment Analyst

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

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.

Mike Harding


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

Trish Redman


Whatever you are, be a good one.

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

Para Planner

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

Leonita Kosasih
B.AppFin, MFinPlan

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.