Steve brings nearly a decade of experience in the financial planning industry. He has held various roles within boutique financial planning firms and larger banking institutions such as Commonwealth Bank. Throughout his career, Steve has assisted thousands of clients providing tailored solutions for wealth accumulation, investment management, wealth protection, and retirement planning.

With a commitment to client success, Steve prioritizes building long-term relationships grounded in trust, transparency, and personalised guidance. Leveraging his extensive expertise and insights gained from a range of professional environments, Steven offers comprehensive financial strategies tailored to each client’s unique needs and objectives.

Outside of his professional life, Steve is a devoted husband and father to two young children, and enjoys staying active and exploring new destinations. Steve also finds joy in going to AFL matches and supports Collingwood footy club.

With over a decade of experience in the financial industry, Matt has excelled in both retail and wholesale environments. As a dynamic client liaison, Matt combines strong client management skills with a creative approach to problem-solving and operational excellence. His ability to navigate complex client needs and foster relationships built on trust is complemented by a knack for developing innovative solutions and streamlining operations to align with both client objectives and industry standards. 

 

Outside of work, Matt is a passionate tennis player and surfer and always up for a new adventure. He also cherishes spending time with his young family, blending a rewarding career with a vibrant and fulfilling personal life. 

With nearly a decade of experience delivering financial advice to thousands of clients, Mat has accumulated over 20 years in the Australian financial services sector. He has held key roles at some of the largest banks, including NAB, Westpac, and the Royal Bank of Scotland, specialising in Investment Banking, Corporate Finance, and Private Banking.

 

Mat brings extensive expertise in portfolio management, having contributed to the Investment Committee of a major AFSL and Not-for-Profit Endowment Fund. His experience includes designing and constructing model portfolios and establishing a healthcare venture capital fund. Alongside his financial planning qualifications, Mat is a Chartered Accountant with a postgraduate degree in finance.

Mat lives on the Gold Coast with his wife & three daughters, and is passionate about AFL, golf and philanthropy - serving as a board member of an African-based charity.

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With over 20 years of experience in building robust relationships with both B2B and B2C clients, Guy has a proven track record in business development and client success. Known for his ability to help clients achieve their goals while simultaneously streamlining company processes, Guy brings a unique blend of strategic insight and practical expertise to every role. 

 

Outside of his professional life, Guy enjoys quality time with his wife and daughter. An avid traveller and beach enthusiast, he embraces every opportunity to explore new destinations and relax by the shore. His passion for adventure and family keeps him grounded and inspired, both in his career and personal life. 

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