We’re as individually minded today as we were back when the business was founded in 1995.
We’re a tight-knit group of trusted advisers who build invaluable relationships with our clients to help you prosper, your way.
We believe our combined experience and sense of team is what gives us an edge. We’re also highly skilled in managing investment strategies, international risks and your financial wellbeing. All complete with our genuine desire to help others.
Kay Aarons
Director & Financial Adviser
Paul Jones
Director & Financial Adviser
Peter Kenyon
Financial Adviser
Ben Walvisch
Senior Financial Adviser
Gina Zammit
Office Management
Olivia Chang
Administration
Melissa Astle
Client Services Manager & Associate Adviser