Congratulations on taking the next step of your financial journey.

We’re really looking forward to helping you achieve your financial goals. Based on your answers, our financial advisers will be the best equipped to steer you in the right direction.

And the good news is the first meetings on us! We will be in touch shortly to confirm your appointment.

In the meantime, we encourage you to checkout our services page for more information about what we can do for you.

Our Team

Shane Light

Head of Advice / Senior Financial Planner

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Stephen Phillips

Executive Property Investment Adviser

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