Our success depends on the strength of our team.
B.FIN.ADMIN.,DIP.F.P.,JP (QUAL),CPA,GAICDGreg has helped many owners of small to medium-sized businesses in his role as a director, board member, mentor and consultant. He has a compassionate nature and has great empathy with his clients, using his well-honed communication, management and operational skills to help them achieve their desired outcomes.
B.BSc, DIP.F.P.Joshna has worked in and around small businesses since 2001. With a background in wealth management and business coaching, Joshna loves working with business owners to achieve their aspirations and believes that implementation is everything. Her greatest joy is seeing a plan come to life!