About Us

Being a boutique business means the very best personalised service for you.
We're small enough to ensure that each client receives dedicated attention, while our expertise and resources allow us to effectively cater to your specific needs.

Meet Geoff

Our Director and Principal Adviser, has been providing financial advice since 1999. Formerly an Adviser with the renowned Whittaker Macnaught Group, Geoff has been the guiding force behind countless success stories, helping clients navigate the ever-changing financial landscape with expertise and precision. His aptitude for finance coupled with his approachability make it easy to see why he is so good at helping people to improve their financial position and achieve their dreams. Read more about Geoff in his Adviser Profile.

Meet Tom

Partner and Senior Adviser, Tom, has worked in finance for over 22 years and has been providing financial advice since 2008. Working collaboratively with his clients to design financial strategies, Tom helps his clients make confident investment and financial decisions that build and protect their wealth. Tom ensures his clients are always well-informed about their options and that each plan is tailored to their individual needs. To find out more about Tom, have a look at his Adviser Profile.

Meet the Team

Our highly experienced team has many years of combined experience in finance and financial planning. During this time, we’ve helped many people significantly improve their financial independence and security.

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Business Manager

Juliette Sharpe
BBehSc, GradCert Bus

With extensive experience spanning several years in the finance industry, Juliette has adeptly navigated various roles, ranging from client services to human resource management. Proficient in both project and people management, she orchestrates the seamless functioning of our office, allowing our team to dedicate their full attention to serving our clients.

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Client Service Officer

Cynthia Bekendam
AssocDipBus, CDecs

With a robust foundation in financial planning administration and a career dedicated to finance, Cynthia is exceptionally knowledgeable in her field. Friendly and professional with a genuine passion for assisting clients to achieve their financial goals, Cynthia ensures that our clients always get the very best treatment.

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Paraplanner and Client Service Officer

Katrina Carnahoff
DFP1, BEcon, BJ

Katrina looks after our wonderful clients whilst also managing our in-house paraplanning. Katrina has worked in financial services since 2004 and provides a superior level of support to both clients and advisers. She has a double degree in Economics and Journalism and has also completed the Diploma of Financial Services unit 1.