Susan’s background spans mortgage broking and financial planning, giving her a broad, practical perspective. She focuses on helping clients feel informed and confident as their financial needs evolve.
Susan O’Neill
Danielle Jones
Danielle’s known for her detail-focused approach and strong client relationships. Her experience within a major superannuation fund informs practical, clear financial guidance.
Robert Daniele
Robert focuses exclusively on guiding clients through retirement and the years leading into it. His approach centres on simplifying decisions and providing clarity during a major life stage.
Andrew McCracken
Andrew has over two decades of experience supporting both private clients and not-for-profit organisations with long-term financial decisions. His work includes advising boards and trustees, with a strong focus on understanding each client’s circumstances before shaping strategy.
Stevie-Jade Turner
Stevie-Jade’s approach blends analytical problem-solving with a strong interest in how money supports real-life outcomes. Alongside client work, she has played a role in developing other advisers, reflecting a broader commitment to thoughtful, personalised advice beyond traditional models.
Josh Wingrove
Josh’s work is shaped by an interest in momentum and progress, both personally and professionally. He is drawn to clients who want to move forward decisively, using financial planning as a framework to support ambition, change, and long-term lifestyle direction.
Matthew Jacobson
Matthew brings a technically grounded perspective shaped by advanced study and hands-on experience with complex life stages. He is particularly motivated by helping people navigate periods of uncertainty, ensuring financial decisions remain practical, considered, and aligned with long-term direction.
Campbell Sorell
Campbell’s career spans advisory leadership, accounting, and industry contribution, shaping a perspective that extends beyond individual financial outcomes. He is motivated by helping people and organisations make deliberate decisions that balance personal goals with long-term responsibility and impact.
Chris Haggart
Chris approaches advice by first stepping away from the numbers to understand what genuinely matters to the person in front of him. His work centres on building financial decisions around values and motivation, creating structure only once personal priorities are clearly defined.
Chris Youssef
Chris’s career began in large institutional environments before shifting toward a more personal, relationship-led model. He now works closely with clients through different life stages, valuing continuity and involvement over scale, and remaining directly accountable for every advice relationship.
