Why Choose Us?

We are a fresh, innovative and technology driven financial services firm who want to make a difference in our client’s life. We offer total solutions for accounting, wealth management, mortgages, trust management, and property.

We offer our clients a unique approach to wealth creation and management and believe this sets us apart from the rest.

Directors

Leadership Team

Our Team

Ash Solly

Ash Solly

Financial Adviser
Sarah Marisa

Sarah Marisa

Accountant
Vinay Reddy

Vinay Reddy

Accountant
James Christianson

James Christianson

Accountant
Debra Dsouza

Debra Dsouza

Accountant
Sam McQueen

Sam McQueen

Mortgage Administrator
Makayla Edwards-Russell

Makayla Edwards-Russell

Credit Writer
Mitch Worthington

Mitch Worthington

Operations Analyst
Fiona Sullivan

Fiona Sullivan

Office Manager

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Our Technology Partners

We provide simple, effective services that leave our clients with more time to do what they do best.

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We offer a range of expertise in accounting, mortgages, financial strategic solutions and wealth creation. This means we are perfectly placed to help you with your property and business lending requirements.

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It’s Tax time again
Article - 1 Apr, 2020

It’s Tax time again

As Tax Season begins for the 2020 year, it’s now time to start thinking about getting your rental property accounting and tax obligations sorted.

Read more