Sam is passionate about her members and the long-term relationships she has with them. That’s why she uses a ‘tough love’ approach to help them achieve their dreams. Each member will be kept accountable and on track to ensure they live the lifestyle they’ve aspired to.

And her approach works! Sam is an award-winning adviser, recognised for some of the most significant awards in the industry, and is highly experienced in:

As an active member and a Chair of the Association of Financial Advisers (AFA) GenXt Committee, Sam is a firm believer of performing to the highest standards and adopting the utmost ethics and compliance. Keeping up-to-date with changes to industry practices is a high priority for Sam, which is why she’s continuously undertaking further education to enhance her industry knowledge. This ensures she offers you the most relevant and well-informed advice.

Sam loves goals-based financial planning as, like you, she is in the same boat. She works hard in her business to enjoy the flexibility which allows her to travel and enjoy financial independence.

When you first deal with Josh, it will become apparent that your goals are his main priority. He takes great pride in building and maintaining a long-term relationship with you, while keeping you accountable along the way to ensure you reach your goals.

Josh has a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Mortgage Broking), is an Aged Care Specialist and has expertise in:

As an active member of the Association of Financial Advisers (AFA) committee, Josh believes that giving back to the financial advice community will ensure access to better financial advice for more Australians.

Josh will love to push you out of your comfort zone to help you achieve what you never thought was possible! He’s driven by seeing his clients succeed and takes the same approach in his personal life, setting himself short, medium and long-term goals whilst living by his number one rule: Enjoy life!