With more than 45 years of combined experience in financial advice, investment management, wealth management, and financial services, our team is committed to helping clients build, manage, and protect their wealth with confidence.

We combine extensive industry knowledge with a personalised, relationship-focused approach, delivering tailored financial strategies designed to meet each client’s unique goals and circumstances. Together, we develop high-quality investment portfolios and practical wealth management strategies, built on disciplined research, sound advice, and a genuine understanding of our clients’ long-term objectives.

What started as a single adviser practice has grown into a dedicated team of nine professionals, united by a genuine passion for exceptional financial advice and lasting client relationships. We are proud to work with a diverse client base that includes individuals, families, self-managed superannuation funds (SMSFs), and business owners. In particular, we have a strong affinity with farming families and agricultural enterprises. Having grown up on farms in regional Australia, our four principal advisers have a genuine understanding of the opportunities and challenges facing the agricultural sector. This shared background gives us a unique perspective when advising primary producers and rural businesses, allowing us to provide practical, considered advice that supports both business success and intergenerational wealth creation.

Supporting our advisers is an experienced client services team with extensive expertise in financial administration and client care. With experience gained both in Australia and internationally, our administration professionals are dedicated to delivering seamless service, ensuring every client receives responsive, personalised support at every step. We firmly believe that exceptional financial advice is underpinned by outstanding service, and our client services team is a cornerstone of the experience we deliver, taking pride in building trusted, long-lasting relationships with our clients.

Our approach is holistic, because true wealth management extends beyond investment returns to encompass every aspect of a client’s financial life. With backgrounds spanning financial planning, accounting, economics, and business leadership, and qualifications including postgraduate financial planning, commerce degrees, and Exchange Traded Options accreditation, our team brings both technical depth and real-world perspective.

What unites us goes beyond qualifications and experience, it is a genuine commitment to our clients and a belief that the best financial advice is built on trust, integrity, and relationships that stand the test of time. Whether helping families plan for the future, guiding multigenerational families through succession and wealth transfer, supporting SMSF trustees, or partnering with farming and agricultural businesses across generations, we are committed to providing clear guidance, disciplined investment management, and strategies that deliver long-term financial security and peace of mind.

David Smyth
Executive Director & Senior Investment Adviser

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James Gatti
Investment
Adviser

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Tom Shackles
Private Wealth
Adviser

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Georgia Horton
Private Wealth
Adviser

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Melissa Street
Client Services
Administrator

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Kelly Gostt
Client Services
Administrator

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Kiya Nicholas
Client Services
Administrator

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