A former school teacher and devoted Geelong Cats fan, Matt enjoys local AFL football, Mexican food and renovating his home. Matt relaxes by playing guitar though jokingly admits to being tone-deaf.

Dean’s a passionate Western Bulldogs fan.

You’ll find him chasing after his daughter Phoebe and dog Reggie.

He’s also a keen cook outside of the office and loves his Horse Racing.

As a proud mother of two wonderful children, Lauren brings the same care and commitment to her family as she does to her clients. Lauren is deeply motivated to excel in everything she undertakes, striving to deliver the best possible outcomes for those she supports and works with, embodying a genuine dedication to making a positive

Daniel has an interest in all sports but is a keen Essendon Bombers supporter.

Outside of sport, Daniel enjoys travelling and family time with his wife and two boys.

Outside of work, Scott enjoys caravanning with his family, running, playing indoor soccer, and following AFL. He’s also actively involved in his kids’ many sporting activities. Passionate about giving back, Scott supports both local and international community initiatives dedicated to making a positive impact.

On a good day, Henry enjoys going out for a ride on his bike despite his terrible sense of direction which usually leaves him stranded after taking a (few) wrong turns.

On other days, he loves to play a few games of badminton.

He is also a massive fan of coffee and sweets!

Tiffany treasures quality time with her young daughter, embracing the joys of motherhood. When she gets a moment to herself, she enjoys diving into her favourite YouTube videos for entertainment and inspiration.

Bianca has a true wanderlust spirit; you will always find her researching and planning the next trip.

Only working part-time she gets to spend a lot of time with her very spoilt little Pug, Mia, and if her husband would let her, she would rescue every animal that needs a home.

In her downtime, Sophie enjoys a mix of activities that nurture both her mind and body. She finds relaxation and strength through Pilates, rejuvenates with refreshing ocean swims, and practices mindfulness through breathwork. Sophie also shares a special bond with her dad through their shared interest in trading.

Matt takes a keen interest in sports, playing both football and cricket.

He is a long-suffering Melbourne Demons fan and always looks forward to getting away in the summertime.

Adventure is Joanna’s middle name – she’s a nature lover, camper and curious traveller.

She also loves rollercoasters, hates Ferris Wheels, and has a pretty keen murder mystery book habit.

Liam is an avid sports fan, closely following Collingwood and the New York Knicks.

If Liam isn’t watching the Footy or Basketball, you will probably find him up north on the Sunshine Coast with his family or on the golf course fighting for par.

Lucas likes to be active, whether its running in the Securinvest running club, hiking with mates or working out in the gym.

When he’s not running around Lucas can be found supporting his favourite AFL team Carlton Football Club or his NBA team the Dallas Mavericks.

Kristy spends her down time learning about programming and reading sci-fi novels.

She’s a reformed gamer and when she is not spending time with her husband and two daughters, she is out hitting the pavement to achieve a new PB.

Amy comes to the financial advice industry with a background practising in property and commercial law.

She’s a keen traveller, wine enthusiast and music lover.

Mandy is a big fan of being outdoors, whether it’s gardening, camping, or riding dirt bikes.

She keeps busy renovating her house and loves spending time with her kids.

Ainsley has over 8 years of experience working in a customer focused role and loves to have a chat.

She has a passion for travel, online shopping and watching a good tv series.

Max is an avid car, gaming, comics, music, and nature enthusiast.

After he is finished gaming with the boys or working on the car with some tunes and a drink, you can usually catch him at a soccer match alongside family or at car events and hiking trips with friends!

Debbie is an anime fan who watches anime and reads manga online.

He is a sporty dude who loves to play volleyball and basketball with his neighbourhood, but oftentimes, spends most of his time sleeping.

I love spending my weekend at the beach or traveling away, I always enjoy my time out in nature, especially under the sun.

If given the chance, I’d travel for life! Adventure is always a go for me.

If I’m not out there, you can find me watching movies at home with cousins or strolling down somewhere enjoying the fresh air.

It is my dream to experience natural snow.

Gary’s into sport – any and all sports, really.

In his free time, you’ll find him escaping to fresh locations locally or around the globe, or simply out for a bite with some friends.

Jody’s a bit of an adrenaline junky, Especially if it’s water related – jet-skiing, ski-racing, boats of all shapes and sizes.

She’s also a fan of motorbikes, footy golf and travelling, especially in the USA.

What a woman!

Mervyn’s a true sports lover – he supports local teams as much as he does the pros.

He’s also a keen cyclist, animal lover and gardener, but family always comes first for Mervyn.

He lives for holidays with his family.

Colin has 4 decades of experience in taxation and business advisory services covering a vast array of businesses, individuals and family groups.

His hands on style is appreciated by many clients who have been with him for many years.

He engenders a trusting relationship with his clients which is crucial in providing succession and estate planning type services.

He has worked at all levels of small and large accounting practices over his career and always has a collaborative approach with clients and their various advisors, especially financial planners.

Colin is an avid Carlton supporter and always enjoys finding a new location in Australia to visit with his family camping, fishing and bush walking.

Jenny loves playing golf, travelling and her number one AFL club, North Melbourne Kangaroos.

On any of her days off, you’ll find her teeing up on the green, or planning her next travel escape.

Rachel is somewhat of a sports fanatic.

When she’s got a spare moment, you’ll either find her in the water or on the court.

And when on the sidelines, she’ll be in full supporter mode for her beloved Geelong Cats.

Laura’s a voracious reader and traveller.

She’s something of a fitness junkie too, and loves spending time with her family.

James is a Tigers man through and through, and AFL is big on his agenda both on and off the field.

His active lifestyle doesn’t stop there – you’ll also find him in the surf or hitting a six on the cricket ground.

When Tom isn’t playing sport (mostly cricket, soccer and AFL), he’s most likely watching sport.

But he fits in a fair bit of family and friend time around the sporting calendar, and loves to travel.

Pitamber loves playing and watching Soccer with his favourite team being Manchester City.

He has a goal to travel the world and see at least 100 countries in his lifetime.

Pitamber prides himself on his positive outlook and is always striving to be his best.

Hong is the queen of snacks, she loves to try different snacks and share around to the team.

In her spare time, she loves cooking her special dishes for her family and friends.

Swimming, badminton, and table tennis are her favourite sports.

Wei cherishes every moment with her family, especially enjoying when they get the chance to go for a walk and explore new places.

As a passionate appreciator of the arts, Wei likes to spend time painting, singing or listening to music in her spare time.

Wei can often be found tending to her garden where she enjoys the vibrant colours.

Jenna enjoys live music and events, and can often be found seeking tickets to the next big show.

Travel is also one of Jenna’s passions but when she can’t be off jet setting she enjoys spending time with family and friends or watching the Swans get up in AFL.

Simone’s a keen cook and baker, but she also quite loves dining out.

When she’s not chasing the epicurious sweet life, she’s most likely curled up with a book or hunting down the latest and greatest in film.

When Naomi isn’t uber driving her teenaged daughter around, you can find her at the MCG watching her beloved Tigers or creating a cheese board and pairing it with a bottle of wine or Prosecco.

She also like to holiday anywhere the sun will be shining and the cocktails are flowing.

Gabby values spending time with the people (and animals!) she loves.

In her spare time Gabby enjoys going for a run or hike and can be found indoors sewing or cooking on rainy days.

Planning her next trip is always high on Gabby’s priority list.

Craig’s an avid music fan, as a listener and participant – the guitar is his weapon of choice.

When he’s not strumming or spending time with his beautiful family, Craig also has a keen interest in horseracing.

Priscilla’s happiest in the sun – if she could, she’d replace winter with an endless beach holiday.

She gets through the cold months by chasing summer around the world and playing with her year-round source of sunshine – her son, Jenson.

Martin is committed to providing holistic financial advice with professionalism, respect and integrity central to his approach.

He has over 20 years’ experience in investment management having worked for leading Global Investment Banks and Funds Management organisations in Melbourne, London and Sydney.

Married with two children who are growing up fast, Martin loves to get away camping, fishing and enjoying the great outdoors.

Born , raised and educated in Albury, Simon joined the business in 2001. He is married to his beautiful wife Kim and has three young children, William, Austin & Hannah.

If he isn’t in the office he might be with the kids at Scouts, tennis, basketball, Auskick or dance lessons.

On the weekends you might find him in the back yard, at Bunnings or playing tennis in the Hume league with his wife.

He also has a keen interest in local history, V8 Supercars and planning that next holiday

Nikki loves living and working in Albury, returning home in 2017 after many years in Melbourne.

When not at work Nikki has two passions, weight training and dressmaking which she does one or the other most days.

If she’s not in the gym or sewing Nikki loves to hang out with her family and rapidly growing teenager Josh.

Jemma has been in the financial industry since 2019, originally starting in Superannuation and moving to adviser support in 2021.

She loves spending time with her family and friends in her spare time, going for walks with her pre-teen son Hunter and going out for dinners.

She spends a lot of time with her sister and nephews down in Melbourne and is a loyal Collingwood supporter.