We are real people with real lives, who apply real life principles to financial planning.
We're proud of the holistic and lifestyle-centred approach we take. We consider your whole life - including your current lifestyle as well as your hopes for the future - and use this understanding to create purpose-driven, tailored financial plans.
We are committed to seeing each of our clients achieve financial security that exceeds their expectations. To reach this goal, we regularly meet with our clients to monitor their progress towards it. We're in it for the long haul - and, as a result, we form long-term relationships with our clients, building the mutual trust and understanding that leads to genuine peace of mind.
Meet Julian
Financial planning professional for 15 years
"I'm passionate about understanding my clients' circumstances, goals and hopes. From that place of real connection come tailored, comprehensive plans that match the client's needs. The most powerful solutions are only forged by working in partnership with clients.
"I understand the complexity of building a secure financial future while managing the pressures of modern life. I've walked in my clients' shoes, and I still am. I ran a family business for a decade before becoming a financial planner, and my wife and I have three children. I understand the importance of getting good advice and planning for my future and my kids' futures. So I'm committed to designing solutions that are an exact fit for each of my clients. I want to see them succeed."
Julian King DipFP - Certified Financial Planner
Authorised representative no. 249340
Meet Warren
Financial planning professional for 14 years
"One of the cornerstones of providing effective financial advice is getting all the relevant facts from the start. As an adviser, I need to be able to advise on the big picture, not just one little part of it.
"I pride myself on being able to design a plan that meets a client's immediate needs and also satisfies their future objectives, too.
"With a detailed knowledge of the tax laws that comes from also being actively engaged in the accounting side of things, I can alert clients to various benefits or issues they may not have considered."
Warren Meiklejohn B.Bus(Acc)., Dip. FS (FP)., CSM., FTIA, CPA
Authorised representative no. 270910.
Meet Vanessa
Financial planning professional for 14 years
"Helping retirees to maximise the benefits of their financial situation is a particular passion of mine. I consider it a great privilege that my clients trust me, and it gives me great satisfaction to apply my expertise and experience on my clients' behalf and see my clients reach their financial goals."
Vanessa Martin Dip FS (FP) - Advisor
Authorised representative no. 277762
Meet Wayne
Financial planning professional for 13 years
"I believe everyone should commit the time to consider their financial goals and objectives, and that it's never too early to start planning. I help clients meet these goals by looking at their whole financial situation and formulating a plan that we revisit regularly to ensure all remains on track. Each client has individual needs and I tailor plans to suit these specific needs.
"I am a committed family man and understand the complexities of bringing up a family and the financial pressures this involves. My experience as a former bank manager also helps me formulate budgets and assess financial needs.
"One of my greater concerns is that families are often underinsured and can be left in dire straits should an unfortunate event affect their income or livelihood. Addressing these issues is an important part of any financial plan."
Wayne Spelleken Dip FP, Dip. FS (Finance)
Authorised representative no. 276801