Rey has a serious case of wanderlust, she lives to explore. When she’s not adventuring, she’s happiest at home amongst family and friends, or burying herself in a book and listening to music.

Daniel feigns an interest in all sports but his heart is pretty much 100% AFL (Bombers forever). He loves to travel (preferably chasing the sun to a tropical beach) and loves family time.

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.

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.

Dean’s a pretty keen Western Bulldogs fan, but off the field he’s more of a Cavalier King Charles Spaniel guy – a self-professed slave to Reggie and Gavin, his two pups. He’s happiest in the kitchen and garden, and loves horse racing.

If you want to get on Patrick’s good side, chat to him about the Boston Celtics or the Carlton Football Club. But he’s not just a spectator, Patrick loves playing basketball, sailing and travelling the world.

If you’re ever in need of a campfire guitarist, Aaron’s your guy. He’s also a go-to chili grower, pickler, baker and all-round food maker. Pretty much the ultimate weekend friend.

Kristy spends her down time tinkering with computers. She’s a reformed gamer and a self-proclaimed Android Fanboi. The tech theme continues to literature – she’s a voracious sci-fi reader. But she spends most of her time raising her two cheeky daughters.

Pieta loves travel and chasing warmer climates – especially when there’s a coast involved. She’s a natural entertainer who enjoys cooking and baking, but most of all eating.

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.

Amy comes to the financial advice industry with a background practising in commercial law. She’s a keen traveller and wine enthusiast who’s always up to listen to a great song or band.

Leah is a serial baker and self-proclaimed foodaholic. A globe trotter and equine enthusiast, Leah loves being an auntie, and thinks she’s pretty great at it, too.

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

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.

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.

Anne loves sport and the great outdoors and she knows she’s nailed life when she manages to combine the two – hiking, water skiing and snow-boarding are heaven for her. She also loves live music and travelling.

Danny has a huge and diverse love of sports, with keen interests in Aussie rules, Rugby league, Soccer, American Football, Basketball, Horse Racing and more. As a getaway he’ll never say no to somewhere tropical with an amazing beach to relax on.

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.

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.

Jessie has a dog, four cats and six fish. Safe to say she’s an animal lover. When she’s not feeding the animals, she is usually listening to music, drooling over cars or riding a dirt bike.

Jenny loves playing golf, travelling and her number one AFL club, North Melbourne Kangaroos. On any of her days off, you’ll find her at a footy game, teeing up on the green, or planning her next travel escape.

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!

Laura’s a voracious reader and traveller. But she’s something of a fitness junkie too, and loves spending time with her family.

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.

An avid pianist and Lego Creator, Niko has a keen eye for detail. She also loves entertaining – animal friends as much as human friends. When she’s not building Lego masterpieces, she’s daydreaming about visiting real life masterpieces in Europe.

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.

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 Thomas 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.

Colin is passionate about helping his clients ‘Dream Big. Live Confident’. He has knack for helping them with the hard stuff like Estate and Succession Planning, settling business disputes and cleaning the ‘paralysis from analysis’ fog. He has an honest and inclusive advisory style – for him a problem shared is a problem halved. Outside the office, Colin lives for the great outdoors, camping, hiking, caravanning, and he takes great joy from sharing these wild adventures to far-flung places with his three children.

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.