Who we are
An expert, professional team
We deliver expert technical advice and ongoing service, leveraging off the skills we have built from decades of experience.
Our clients are the heart of everything we do
For ongoing clients we work on a set, structured, fee for service basis.
You pay us, and we work for you. Simple and transparent.
We are available for face-to-face meetings in our main Brighton office.
We recognise not everyone wants to meet face to face and have flexibility in our services to offer remote meetings. Our staff also work from the office and home as we strive for work life balance for everyone.

Georgie Willison
Principal Adviser
financial planning advice.
Our goal is to lead every client to a better position through our guidance. Our clients are educated about their finances and excited to be working towards and achieving their financial and lifestyle goals.
She has devoted her career to cultivating an extensive understanding of all aspects of finance and gets joy from using these skills to enable her clients to have a clear plan and realise their goals.
In her spare time she loves active relaxing through running, gym and more recently Pilates. Most weekends are spent running after her twin boys and socialising with friends and family.
Carolyn Hayes
Administration Manager
Carolyn is the heart and soul of our practice; she began working with us in 2018 and is now our Practice Manager. She oversees all operations and systems.
She helps our clients navigate the myriad of forms needed to put your plans in place.
She makes sure our practice uses the best processes to deliver your advice efficiently and effectively. Our clients find her unfailingly focussed on making sure all your administration problems are solved.
In her spare time, when not running around her 3 boys, she can be found volunteering at their numerous sporting clubs and supporting school activities. A true giver!
