We’re a diverse bunch that can’t help but help.

Our team of experts embodies various skill sets, complementary specialisations and many points-of-view. Whether you need us to decipher finance jargon or you just want to run an idea past us – we’re only a call away.

Let’s Talk

We’re a diverse bunch that can’t help but help.

Our team of experts embodies various skill sets, complementary specialisations and many points-of-view. Whether you need us to decipher finance jargon or you just want to run an idea past us – we’re only a call away.

Let’s Talk

As strong believers in community, we know great things happen when we work together. By bringing clarity to your finances, encouraging growth and unleashing your potential – we empower and enable you to live your best life yet.

The simple things in life are the most valuable. Family, compassion and kindness; these are the foundations upon which we work. When you work with us, you become part of our family.

Our Values

Clarity

To ensure that all clients make informed financial decisions.

Compassion

Focused on learning your situation and creating solutions, no matter your position.

Outcomes

Offer a disciplined & efficient service so that clients get great results, faster.

Direction

Maintain an air of control in the face of adversity to help clients navigate difficult situations.

Celebrate

Create optimism around our financial solutions and celebrate the future success of our clients.

Our Team

Joshua Pirie

Senior Financial Planner - BCom, AdvDipFP

Josh’s passion is financial planning and helping clients achieve all that is important to them. He enjoys working closely with clients by helping them achieve both their financial and lifestyle goals and objectives. Outside of work, Josh enjoys spending time with his wife, young son, family and friends. Josh is a sporting enthusiast, he enjoys playing football, watching sports and living an active lifestyle.

Josh specialises in providing a range of advice and focuses his attention on helping clients achieve a higher level of financial security and certainty.

Fun Fact – My Wife and Mum are both school teachers and I am half Scottish
Interests – Being active, supporting the Eagles, spending time with family and friends, playing football and cricket.

Kieran Pirie

Financial Adviser - BCom, DipFP

Kieran has been involved in the provision of financial advice since 2014. Over this time, he has built extensive knowledge in all key areas of the financial planning process. Kieran is passionate about working closely with his clients to help them achieve their lifestyle objectives which in turn helps to remove the stress and uncertainty that comes with managing their financial affairs.
Away from work, Kieran leads an active lifestyle and enjoys spending time with his family and friends. Kieran is a keen sportsman, playing football in the winter and cricket and golf in the summer.

Fun Fact – Kieran has a partial ownership in 3 race horses, unfortunately none of them are very fast.
Interests – Away from work Kieran enjoys learning the guitar, keeping active by playing Footy in the winter and Cricket / Golf in the summer.

Are you ready? Let us help you discover how you could own your tomorrow.

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