Our purpose is to assist our clients with their Financial Wellbeing. We help grow our client’s wealth through providing professional financial advice and services.


Senior Client Relationship Manager
Trisha provides the investment leadership and has frequent direct contact with clients. Trish works with a small team and gets investment input and advice from a diverse range of finance industry specialists.


Administration Manager
Katie is responsible to all aspects of portfolio administration, client reporting and new client on-boarding. Katie worked for Prosperity Partners Trust for five years after graduating with a Bachelor of Business Studies (BBS) from Massey University before travelling overseas and working for Fund Managers both in London and Melbourne for a good part of 10 years.