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Simon Montgomery

Simon prides himself on delivering advice covering a range of often complex financial matters in a simple way. This is important as his professional clients are time poor while others lack the experience to make the day to day decisions on their portfolio. As such they choose to delegate their portfolio operation to a trusted […]

Robert Prince

Robert Prince started his career in 1994 in finance in Hong Kong, before returning to Perth and becoming a Senior Wealth Adviser. His experience through multiple market cycles is combined with thoroughly researched investments and a client centric approach. This makes Rob a highly trusted adviser looking after multiple generations of his client’s financial affairs. […]

David Thomson

Private business and individuals working closely with David trust in his expert commercial and business acumen to achieve wealth creation and protection. He helps to ensure the financial security of his clients, their businesses and the individuals who work behind those businesses. Accessing the services of a fully qualified and trusted professional like David provides […]

Scott Edden

Scott is a proven leader and a trusted advisor. His breadth of experience spans taxation advice and assistance, financial analysis, business valuation advice, management reporting, budgeting and cashflow management. Scott has a special interest in helping business leaders identify real opportunities by understanding their unique story, appreciating their vision, challenging their thinking and building a […]

Peter Lawrence

Peter enjoys working closely with clients to get the best outcomes and results for their businesses. He has extensive knowledge of cashflow management, management reporting, Capital Gains Tax and Small Business Capital Gains Concessions. His experience spans a number of industries including property, construction, infrastructure, telecommunications, retail, hospitality and the medical profession. Peter has developed […]

Geoff Thompson

Geoff is a highly experienced, trusted business and tax advisor. His expertise spans taxation and structuring advice, management reporting and financial analysis, with experience in engineering. pharmacy, transport and the health sector. Offering hands-on assistance, Geoff has helped clients minimise tax, improve profits, protect wealth and secure their family’s future. He is especially adept at […]

Christian Golding

Christian has worked in private client advisory and senior management roles over the last 20 years. Having also consulted to the industry he developed a multi-faceted understanding of the profession and its evolution. At his core, Christian is highly motivated to help people and families live better lives and help support those critical charitable organisations […]

Ben Lethborg

Ben works predominantly with privately and family owned businesses, high net worth families and individuals and self-managed super funds. His work is centred around financial reporting, management reporting and financial management, business improvement, strategic planning, structuring and implementation of business and investment vehicles, estate, tax and trust planning, and business succession planning. Ben has worked […]

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