About us

Who we are

We are a financial planning business based in Figtree and have been providing professional planning advice since 2004.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:

  • choose appropriate investment strategies
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

Meet our team

Bernard Begg


Sean Butcher


Support team

Trudy Donnelly

Implementation Manager

Ruby Porciuncula

Implementation Manager

Prabhdeep (Sunny) Ahuja

Implementation Manager

Anil Chaudhary

Para Planner

Belinda Johan

Para Planner

Paul Rich

Implementation Manager/Para Planner

Nicola Gibson

Client Service Manager

Hemlata Raghav

Client Service Manager

Client Service Manager

Client Service Manager

Lauren Swain

Practice Manager

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

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Get Started

Come and chat with us about how we can help.

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