Troy founded The Wealth Designers after becoming frustrated with traditional advice models that prioritised products over client experience. His solution was to build a structure where advisers focus solely on understanding clients’ goals while a dedicated investment team and committee handle portfolio research and strategy.
Olivia’s career has combined advice, leadership, and public commentary, giving her a broad perspective on how financial decisions intersect with real lives. She is motivated by removing barriers in the advice profession and helping clients engage with money confidently, without complexity or conflicted incentives.
Sally works with people who are managing complex financial lives alongside demanding careers or family change. She is known for her hands-on involvement and clear communication style, helping clients feel informed and steady even when navigating unfamiliar or emotionally charged financial decisions.
Stuart built his practice to make advice feel accessible for people approaching or living in retirement. He places a strong emphasis on continuity, preferring long-term relationships and straightforward conversations that help clients focus on enjoying life rather than worrying about financial complexity.
Luke works at the intersection of business and personal finances, supporting owners through growth, transition, and succession. His advice reflects a commercial mindset, helping clients make decisions that balance long-term wealth with the realities of running and exiting a business.
Leigh founded his firm after seeing high earners struggle to translate income into genuine freedom. He is driven by momentum and accountability, staying closely involved as circumstances evolve so strategies remain relevant rather than theoretical or static.
John approaches advice through partnership, believing long-term outcomes depend on understanding the full picture rather than isolated decisions. His work reflects a strong commitment to private ownership, ethical frameworks, and ensuring clients feel supported by a coordinated team rather than a single adviser relationship.
Debbie’s advice style is grounded in education, with a strong belief that understanding money leads to better control and confidence. She has intentionally built her career around boutique environments where clients are treated as individuals and supported through learning, not just implementation.
Peter Rambert is Head of Wealth at Liston Newton Advisory, where he leads the firm?s wealth management team with a focus on high-net-worth individuals and families. With more than two decades in financial planning, he is known for delivering strategic, comprehensive advice built around long-term goals and disciplined portfolio oversight.
Amanda’s work is deeply influenced by decades of experience and strong local ties, having advised multiple generations of families over time. She is particularly motivated by reducing financial stress, helping clients make sense of complex situations so decisions feel manageable rather than overwhelming.
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