Senior Financial Planner
Dan specialises in retirement planning, superannuation, investment, and personal insurance advice.
With over a decade of dedicated service in the Australian financial services industry, Dan possesses a wealth of experience and a passion for demystifying complex financial concepts.
“I believe that the key to high quality advice starts and ends with my clients. Taking the time and care to fully understand their family, finances and what is important to them allows us to build a trusted and genuine relationship. I can then leverage my skills and experience to guide my clients on their journey to their best financial future.”
Executive Financial Planner, Partner
Marri Elliott is a highly experienced advisor with expertise in retirement planning, investment, and personal protection. She believes in building a sincere connection with her clients and is passionate about helping them to achieve true financial security.
“My clients are the heart of my financial advice practice and their well-being and peace of mind is my genuine priority. I work to make the complex simple by breaking down each individual’s situation to find the best path forward for their personal situation.”
Executive Financial Planner, Founding Partner
Matt works with clients to understand their needs and develop advice that is easy to understand and simple to follow. You can expect outcomes-focused, advice-based solutions. Everyone has different needs and Matt will work with you to understand what matters most.
Whether it’s retiring early, overcoming money stresses, enjoying life more freely or a combination of these. Matt will work with you to develop a plan that will ensure your goals are on track and your wealth is being managed for optimum outcomes.