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Meet The Team

Meet our team who are all passionate about making financial advice affordable and accessible to everyone.


Kylie Lane

Managing Director

Andrew Fennell

Senior Wealth Planner

Colin Martin

Compliance Manager

Our advice tailored to you

Great financial advice is about getting to know the whole person, not just their wealth. Our Wealth Planners will understand your needs, discuss our services and explore how we can help you achieve your goals.

Contact Us

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Our door is always open to welcome new clients and build long-term relationships. If we sound like the right fit for you, or if you have any questions for the team and want to learn more about how we work, get in touch today.

How can we help?

Get in touch with our team to find out how we can provide you with financial peace of mind.