
Our Team
We all share a desire to work in partnership with you in planning, implementing and protecting your lifestyle and financial goals. These are the key drivers of our passion and commitment to you.
Meet Our Financial Planners
Meet Our Associates, Client Services Managers & Administrators

Kelly Tucker
Client Services Manager
Dip. Acc
"I enjoy making our client's lives easier, reducing the burden and stress of paperwork that I know they appreciate."

Lana Campisi
Client Services Manager
"I love being able to assist people with creating financial security and freedom, and then seeing them enjoy their lives and retirement years without financial stress and worries."

Charmaine Buot
Client Services Administrator
B.Bus (Admin)
"It has always been a dream to work in an organisation that guides people with their financial goals and leads them all the way to achieve their ultimate vision of success."

Cherie Araneta
Client Services Administrator
B.Bus (Admin)
"I am grateful for the opportunity to work with a team of professionals who help clients transform their financial goals into reality.'

Rebecca Pungitore
Client Services Manager
"I am enjoying learning about financial planning, and being part of helping clients achieve their financial goals"
