Our Team
“We take great satisfaction from helping all clients to achieve their financial goals.”
We’ve got the right mix of people with the skills and expertise to ensure your investment mix is right for you.
Founder
Management Team
Advice Team
Financial Advisers
Investment Management
Client Services Management
Amy Schleid
Client Services Manager
Hayley Newman
Client Services Manager
Accounting Team
Michael Eaton
Principal
Christie MacDermott
Principal
Errol Allan
Consultant
Legal Team
Sonja van der Steen
Lawyer
Kim Milikic
Paralegal
