Why we do what we do
We’re a diverse team of professionals with a wealth of life experiences, brought together by wanting to make a difference in people’s lives.
It’s not just about crunching the numbers, although, as money geeks, we enjoy that side.
Our shared purpose is to give you confidence so you can live a fulfilling life unburdened by money worries.
And we’re privileged to do that in this gorgeous part of Australia. We love giving back and doing our part for the Wimmera region community.
Meet our team
Kelly Mackay
Marketing Manager
Janelle Payne
Compliance Admin Officer
Alison Rasmussen
Portfolio Administration Manager
Jessica Warrick
Client Relations Officer
Laura Anders
Receptionist
Iya Abdon
Administration Officer
Alena Alday
Administration Officer
Analiza Lagrosa
Marketing Assistant