Meet Our Financial Planning Experts

A dedicated team of professionals committed to helping Australian families and businesses build sustainable financial futures through practical planning and genuine expertise.

Financial planning consultation session showing collaborative approach

Our Approach to Financial Planning

Since establishing our practice in 2019, we've focused on building long-term relationships with clients across Australia. Our team brings together decades of experience in financial planning, investment strategy, and retirement planning.

We believe financial planning shouldn't be overwhelming or filled with jargon. That's why we take time to understand your specific situation before suggesting any strategies. Whether you're planning for retirement, managing business finances, or preparing for major life changes, we work alongside you to create practical solutions.

Our clients appreciate our straightforward approach. We explain everything clearly, provide regular updates on your progress, and adjust plans as your circumstances change. This personal attention has helped us build lasting relationships with families and business owners throughout the Northern Territory and beyond.

Areas of Expertise

Our team specializes in key areas of financial planning that matter most to Australian individuals and businesses. Each area requires specific knowledge and ongoing education to serve clients effectively.

Retirement Planning

Comprehensive superannuation strategies, pension planning, and wealth preservation techniques tailored for Australian retirement systems and regulations.

Business Financial Strategy

Cash flow management, business succession planning, and strategic financial decision support for small to medium enterprises across various industries.

Personal Wealth Management

Investment portfolio development, property investment strategies, and comprehensive financial planning for individuals and families at all life stages.

Team collaboration on financial analysis and planning strategies
340+
Active Client Relationships
6 Years
Average Client Partnership
45+
Combined Years Experience
98%
Client Retention Rate

Our Team Members

Get to know the financial planning professionals who will work with you to achieve your financial goals. Each team member brings unique expertise and a commitment to client service excellence.

Brantley Morrison, Senior Financial Planner

Brantley Morrison

Senior Financial Planner

Brantley joined our team in early 2023 after working with major financial institutions in Melbourne and Brisbane. He specializes in complex superannuation strategies and has helped over 200 clients navigate retirement planning challenges.

His background in corporate finance gives him unique insights into business financial planning. Clients value his patient explanations and ability to simplify complex financial concepts.

Superannuation Retirement Planning Investment Strategy
Dorian Webb, Investment Specialist

Dorian Webb

Investment Specialist

Dorian brings 12 years of investment management experience from Sydney's financial district. He focuses on portfolio construction and risk management, working closely with clients to build diversified investment strategies.

He's particularly skilled at explaining market conditions and helping clients understand how economic changes might affect their investments. His quarterly market reviews are popular with our client base.

Portfolio Management Risk Assessment Market Analysis
Kieran Fletcher, Business Finance Consultant

Kieran Fletcher

Business Finance Consultant

Kieran specializes in business financial planning and has worked with over 150 small to medium businesses across northern Australia. He understands the unique challenges of running a business in regional areas.

Before joining our team in 2024, Kieran managed his own accounting practice for eight years. This experience helps him connect with business owners and provide practical, actionable financial advice.

Business Strategy Cash Flow Planning Succession Planning