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

Tyra Capistrano
Administration Officer

Will Goudie
Client Relations Officer

Jenna Gutierrez
Administration Officer

Amy Davey
Clients Relations Officer