We are based in Noosaville on the Sunshine Coast. We service clients from all over the state, and are dedicated to helping each of them achieve their goals.

In fact, you’ve probably noticed we talk a lot about goals. We’ve been passionately helping our clients explore, plan, track and ultimately realise their goals but, we cannot do any of that without a focus on building strong relationships with our clients. It’s our main priority.

So we ensure we listen to your needs and take time to understand your unique set of circumstances. We’re transparent about how we work and how we charge, which puts us in good stead to be able to deliver you with advice and solutions best fit to your life, needs and ambitions.

Our team of experts are well equipped to help you reach your goals. We have specialists with experience across a range of areas like tax, insurance, superannuation, cash flow, and the list goes on. So whether you’re 18 or 80, and need help with your goals, we have your needs covered.

Our financial planning expertise

The better the plan, the better the outcome. Therefore, we ensure we provide you with a comprehensive strategy starting with your goals, and following through with how to best structure your finances to help you reach those goals. Some of the areas we will investigate include:

  • How you are spending and saving your money
  • How you can simplify your finances to easily keep on top of them
  • How you can make your money work harder for you

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

Duane Potter

Managing Director

Richard Elmes

Financial Planner

Cathy Irwin

Financial Coach

Jo Beasley

Paraplanner

Stacey Jopson

Advice Services Manager

Jenna Maher

Practice Operations

Isabella Scarcella

Planner Associate

John Chapman

Accredited Mortgage Consultant

David Bermingham

Cashflow Consultant

Get started

Book a complementary initial consultation and discover how we can help you own your tomorrow

C
O
N
T
A
C
T

U
S