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Meet the Team

  • Tim van Doore

    Principal

    I’ve always been someone who enjoys pulling things apart and making them better in some way. I...

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  • Conrad Voss

    Head of Business Development and Advice

    Fairness is my number one value.  I think this emanated from watching people out to dinner. 

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  • Stuart Long

    Financial Adviser

    I would consider myself to be that person, the one who helps you get the job done, the one you...

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  • Lachlan Money

    Financial Adviser

    I’ll admit it, I’m a people pleaser. I like making people feel good.

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  • Jeremy Ross

    Financial Adviser

    My values and strengths are focused on my clients first and foremost with a considered, authentic...

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Support Staff

  • Candice van Doore

    Administrator

    Growing up my mum would say to me most days “if you can’t say something nice, don’t say anything...

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  • Alana Hodgins

    Web and Marketing Manager

    I started out many years ago as a Visual Artist, but found myself drawn into the realm of multimedia,...

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  • Carmen Mitchell

    Client Services Manager

    I believe there is no reward without taking risk. Satisfaction for me is ensuring people are set...

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  • Ali Rolleston

    Client Services Manager

    Wealth creation is my personal passion. I began investing in property when I was 18 and I was fortunate...

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  • Tegan Pitt

    Paraplanner

    I am a very adventurous person. I love to travel and explore new places. My love for adventure came...

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  • Janis Glassop

    Client Services Manager

    Securing your future and that of your family would have to be one of the most important functions...

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  • Nikki Middleton

    PA / Administrator

    I like systems and numbers, ensuring that every step that needs to be followed gets done and every...

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Janis did everything she could possible do, she was amazing. I wouldn’t have been able to do it, I wouldn’t have know what to do so having her guidance was amazing. Having her do it took the pressure off me and I could concentrate on myself and getting better. So I would rather her do it, its her job and she does it very well. Having Janis do it was 100% the right thing.

Janeah

We believe that it is necessary for each individual to be empowered to make the best possible decisions

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