We Get You

Andrew

Andrew doesn’t just believe in financial planning—he lives and breathes it. With a genuine love for helping clients reach their goals, Andrew brings clarity and confidence to people’s financial lives. Whether it’s building a retirement strategy, mapping out a path to home ownership, or simply getting a better handle on money, Andrew takes pride in being the calm, experienced guide clients trust.

A natural teacher, he’s known for making complex ideas feel refreshingly simple. He’s the kind of adviser who gets just as excited as you do when your goals start to become reality—and he’ll likely celebrate with a wide smile and a quick sketch of your next steps.

Outside the office, you’ll find Andrew lining up a birdie putt on the golf course (or at least giving it a red-hot go), cheering on the Magpies with unshakable loyalty, and enjoying a bold glass of red with mates. It’s this balance of professional know-how and real-life relatability that makes Andrew someone clients feel genuinely comfortable with.

Alex

If there’s a problem to solve or a detail to chase down, Alex is already on it. Loyal, reliable, and always one step ahead, Alex is the quiet achiever who keeps things running smoothly behind the scenes. She loves nothing more than helping our clients feel supported, understood, and looked after—whether that’s sorting paperwork, answering questions, or making sure nothing falls through the cracks.

Alex brings a calm, practical energy to the team and is known for her “leave it with me” attitude that instantly puts people at ease. She’s a natural when it comes to sorting out the complicated bits so our clients can focus on what matters most.

When she’s not untangling admin puzzles, Alex is likely on the sidelines at North Ballarat Soccer Club, cheering her heart out—or lending a hand in whatever way the club needs (because let’s be honest, she probably runs the place). She loves spending time with her family and can always be found working on a creative project, whether it’s crafty, practical or just a bit fun.

Deby

Deby is the one who keeps our team humming along—running staff meetings, chasing things up, and making sure no task slips through the cracks. She’s the calm force behind the scenes who brings structure to our days and follow-through to our to-do lists. When it comes to insurance, Deby is the go-to expert for getting everything set up right. She takes care of the details so clients can feel confident they’re protected and in good hands.

Her organisational superpowers and knack for follow-up make her a pillar of the business. Whether she’s coordinating internally or making sure a client’s insurance policy is good to go, Deby’s thorough and thoughtful approach shines through.

Outside of work, Deby finds joy in the quieter things—spending time with her family, relaxing at home, and enjoying the peace of her surroundings. She loves to explore her local area, always appreciating the little adventures close to home. With her steady presence and behind-the-scenes magic, Deby helps bring order and care to every part of our business.

Jeanette

Jeanette is the heart of our client care. With years of experience and a natural warmth, she’s the one making sure our clients always feel supported, heard, and genuinely looked after. Jeanette keeps in touch, checks in, and follows up—not just because it’s her job, but because she truly cares. Her favourite part? Knowing our clients are happy and well taken care of.

With a calm, confident approach and a wealth of experience, Jeanette brings both wisdom and kindness to her work. She’s the friendly voice on the phone, the thoughtful message in your inbox, and the person who always remembers the little things that matter most.

Outside of work, Jeanette’s happiest catching up with friends over a coffee (or a good glass of red). She loves spending time at home and in her garden, where things grow a little more beautifully under her care. Family is everything to her, and she brings that same sense of connection and loyalty into her role with clients.

Jeanette makes people feel welcome, remembered, and valued—which is exactly the kind of care we believe in.

Georgia

Georgia is the creative heart of the team, and the brain behind everything you see on our website and social media. From informative posts to engaging updates, Georgia makes financial planning feel relevant, accessible, and—dare we say—enjoyable. She’s passionate about keeping clients informed and empowered, and she’s always researching fresh ways to share helpful, timely insights.

With a keen eye for design and a love of language, Georgia turns complex topics into simple, thoughtful messages that hit the mark. Whether she’s writing an article, designing a graphic, or brainstorming a campaign, her work helps our clients stay connected to what matters most in their financial world.

At home, Georgia shares a lively life with her partner, two beloved dogs, and three cats who collectively run the household (as any pet lover knows). Creativity flows through everything she does—whether it’s crafting, decorating, or dreaming up her next big idea. When she does get a quiet moment, you’ll find her curled up with a book or enjoying a good movie with a cup of tea and a furry friend or two nearby.