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.
Albert Lee
MBus Finance
Chief Investment Officer
The market is there to serve you, not to guide you.
Chetan Sharma
BComm, CPA
Principal/Accountant
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
BFA
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
Accountant
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
BA, CA
Consultant
You don’t have to know the answer, but you need to know there is a question.