Meet Our Financial Planning Team
Real people with decades of experience helping Australian families navigate their financial futures. We're not just advisors — we're your neighbors who understand what it's like to balance mortgage payments, school fees, and retirement dreams.
The People Behind Your Financial Success
Each team member brings unique expertise and personal experience. We've all faced financial challenges ourselves — from first home purchases to career changes to planning for our kids' futures.
Kieran Walsh
Senior Financial Planner
Started his career after struggling with his own mortgage in Brisbane during the 2008 crisis. Now helps families avoid the financial stress he experienced. Kieran's straightforward approach cuts through industry jargon.
Rebecca Chen
Investment Strategist
Former bank executive who left corporate life to provide honest investment advice. Rebecca focuses on building wealth slowly and steadily, avoiding get-rich-quick schemes that hurt Australian families.
Marcus Rivera
Retirement Planning Specialist
Watched his parents struggle in retirement and vowed to help others avoid that stress. Marcus specializes in making superannuation understandable and ensuring clients can maintain their lifestyle after work.
Why Experience Matters in Financial Planning
We've guided families through market crashes, interest rate changes, and personal crises. This isn't theoretical knowledge — it's real-world experience that helps you make better decisions when it matters most. Our team has collectively seen almost every financial scenario Australian families face.
Ready to Meet Your Financial Planning Team?
Book a no-obligation consultation where we'll listen to your situation and explain how our approach might help your family. No sales pressure — just honest conversation about your financial future.
Schedule Your Free Consultation