Our vision is to empower people to make better financial decisions now, for a better future.
Our mission is to educate, inspire and help realise financial dreams.
We like to keep things simple in an ever changing world. We’ve seen massive disruption in financial services providers across the journey and rapid change in how people plan for the future; both for themselves and their loved ones.
Our philosophy is to remember what matters most, and deliver an excellent service when you need it. We pride ourselves on taking complicated ideas around money management, and making it simple, tangible and meaningful for your situation
Meet The Team
Joel Cleary CFP® Principal Financial Adviser
Joel has over 10 years experience working as a financial adviser, in a combination of roles with a wide variety of clients both in Melbourne and Perth. He has experience both at a mid tier firm, and working for a larger financial services company.
He is passionate about helping people achieve their goals and removing complexity when discussing financial matters. His broad experience includes helping people with their superannuation and investment options, advising on self managed super funds, and planning towards retirement needs. His expert advice can provide you with peace of mind with personal and business succession/estate planning needs or simply assist you in managing cash flow.
In his personal time, Joel can often be found supporting his beloved Collingwood Magpies. He likes to run marathons and enjoys being out in nature, whether it be enjoying the sunshine along the Bay or trying out new restaurants.
Qualifications: B.Commerce (Finance and Economics), University of Melbourne
Certified Financial Planner FPA, SMSF Kaplan
Radz Je CFP® Principal Financial Adviser
Radz has over 10 years working as a financial adviser and he is passionate about providing financial advice to meet his clients' individual circumstances and goals. He specialises in strategies related to retirement planning, investment advice, wealth accumulation, superannuation, risk management, Centrelink advice and aged care advice.
Radz enjoys working closely with his clients to educate, inform and empower them to make better decisions today for a better future.
In his personal time you'll find him playing cricket with the Monash cricket club, fishing at Cowes in Phillip Island, or at 1000 steps in Ferntree Gully trying to burn a few kilos. Radz is a passionate West Coast Eagles supporter.
Qualifications:
B.Bus (Financial Risk Management), Victoria University
Masters of International Finance, Deakin University
Certified Financial Planner FPA, SMSF Kaplan
Brian Burton
Senior Lawyer
Brian is a small business and succession planning lawyer. His business practice involves more than just litigation, he also works in shareholder matters, structuring, financing, trademarks, and acquisitions. His succession planning practice is in Wills, trusts, probate, and the financial aspects of family law.
Brian has worked extensively in private practice, as well as the not-for-profit sector. He regularly appears in the Magistrates’ and County Courts, and various Tribunals in Victoria. Brian understands that litigation can be stressful and expensive, and focuses on early resolution for the parties.
When Brian isn’t working, he’s spending time with his 2 young children.
Qualifications
LLM (J.D.) Monash
MBA Swinburne
James Brown
Senior Lawyer
James is an estate planning lawyer with several years’ experience in general practice, including wills and probate, trusts, guardianship, superannuation and family law matters.
James has worked extensively in both private and government legal practice, including experience as a professional trustee, and James applies the insight he has developed in meeting the unique needs of a wide range of private clients.
James is a proud father of one who appreciates classic cars, enjoys listening to a wide range of music and is quite interested in cooking.
Qualifications:
BA(Hons), LL.B, Monash University